Monday’s European and US equity rally sullied by new trade war actions

Monday’s European and US equity rally sullied...

JULIUS BAERJULIUS BAER

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US equities up for six weeks in a row

Strong earnings and resilient jobs data are prompting markets to rule out rate cuts this year. Semiconductor stocks continue to lead gains across the US and Asia, with South Korea and Japan hitting new highs, supported by AI investment. Inflation pressures reflected in China’s da ...  Show more

 . 11min 52sec
The View Beyond: Reading between China’s headline indices

Global equity markets have performed strongly, led by the AI-driven rally across the US, Japan, and Korea, while China’s headline indices have lagged in comparison. Yet beneath the surface, performance has been more nuanced, with parts of the market showing stronger momentum than ...  Show more

 . 25min 19sec

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