Moving Markets

How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, investors have been reassessing concentrated positions in US mega cap technology and turning their attention elsewhere. What should be i ...  Show more

How sustainable is the narrow leadership of US equity markets? With aggressive AI-related capex plans raising concerns about long-term returns, investors have been reassessing concentrated positions in US mega cap technology and turning their attention elsewhere. What should be i ...  Show more

US and European equity markets fell yesterday following President Trump’s announcement that Iran has 10-15 days to reach a deal over its nuclear programme. This pushed oil prices up over USD 72/ barrel this morning. On the bright side, Indian and South Korean equity markets climb ...  Show more

European stocks climbed to new highs as investors responded positively to solid corporate earnings. Meanwhile, the latest Federal Reserve minutes revealed a divided stance among US monetary policymakers. In Asia, South Korea’s Kospi index - often seen as a bellwether for AI-relat ...  Show more

As US markets returned from the holiday, volatility re-emerged across AI-linked equities. Europe showed resilience but commodities fell on easing geopolitics. In precious metals, volatility remains elevated due to thin trading during Asian hours amid the Lunar New Year holiday. T ...  Show more

With US markets closed for Presidents’ Day and much of Asia shut for Lunar New Year, trading was thin yesterday and overnight, yet European equities still managed to edge higher. Swiss GDP data showed a slight rebound in Q4, although overall growth for 2025 remained below the his ...  Show more