US equities slide as Nvidia-OpenAI deal raises questions

US equities slide as Nvidia-OpenAI deal raise...

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The View Beyond: Our mid-year outlook for markets

As global markets adjust to a world where capital is no longer abundant, investors face new challenges and opportunities. How should they adapt their portfolios, and what are the most compelling prospects for the second half of 2026? Christian Gattiker, Head of Research at Julius ...  Show more

Middle East developments and SpaceX debut captivate markets

President Trump halted strikes on Iran yesterday and announced that a peace deal will be signed imminently. Markets reacted accordingly, with oil prices falling and equities rallying. Chip stocks contributed to the rally in both the US and Asia overnight. Even US Treasuries held ...  Show more

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