The week begins on a risk-off note

The week begins on a risk-off note

Up next

AI earnings upset the applecart

Chip stocks lifted US stock markets, helping them to close higher on Wednesday, but Alphabet and Samsung's earnings have since dampened investors' enthusiasm. The Bank of Canada raised rates by 25 basis points whilst the Fed stayed on hold. Today it's Europe's turn and the ECB is ...  Show more

AI optimism returns as central banks and hyperscalers take centre stage

Anthropic’s IPO filing has reignited enthusiasm for the technology and semiconductor sectors, providing fresh momentum for the broader AI ecosystem ahead of earnings releases from Microsoft and Alphabet after the US market close today. Meanwhile, government bond yields are edging ...  Show more

Recommended Episodes

Week Ahead: US core PCE and Eurozone flash CPIs eyed after rate pause signals
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailPCE inflation to grab attention on Friday as Fed signals higher for longer. But markets might be more worried about a government shutdown. Eurozone flash CPIs will also be the in the spotlight on Friday. Chinese PMIs to be watched for recovery signs.Risk Warning: ...  Show more

Week Ahead: Will US nonfarm payrolls and RBA decision rock the boat?
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailMarkets have been left somewhat bruised from a fresh round of hawkish gunfire from central bank chiefs so nerves are running high ahead of the June jobs report out of America. The ISM PMIs and the Fed meeting minutes are also expected to send speculation about a J ...  Show more

Week Ahead: Nonfarm payrolls eyed as dollar rides Fed bets
Global Market Insights - Forex, Futures, Stocks

Send us Fan MailWith investors flirting with the idea of one final Fed rate increase this summer and the dollar making a comeback, there will be increased emphasis on the next round of US employment data on Friday. Debt ceiling negotiations will also be front and center as the cl ...  Show more