Markets torn between growth and inflation; an AI-dawn in healthcare?
Despite strong German inflation, global bond yields fell as markets shifted from inflation concerns to weakening growth signals. Soft Swiss KOF and Eurozone confidence data reinforced this move, pushing investors into bonds. Fed chair Jerome Powell said the central bank has limited influence over s…
US tech rally continues while Europe lags and oil climbs
European markets were weighed down by declines in the luxury sector yesterday, as concerns over weakening global demand dampened sentiment. In contrast, major US indices reached fresh record highs, led by strong gains in the technology sector. Meanwhile, oil prices are climbing again this morning a…
AI rally meets weak consumers, and healthcare innovation
Despite US consumer confidence falling to a record low, the S&P 500 extended gains last week, driven by semiconductors, as AI enthusiasm remains strong and crowded. Global equities also advanced, led by Europe and Japan. Kevin Warsh was sworn in as Fed Chair, while Governor Waller emphasised inflat…
Tech sell-off drowns out US–Iran oil news
Markets reacted cautiously after the US granted Iran a temporary 60‑day licence to sell oil in USD. Euro area consumer confidence remained weak in June, and pressure on Hermès weighed on luxury stocks. In the UK, Sir Keir Starmer’s resignation adds to a decade of political instability, but markets …
Burnham's debut, bond market jitters and the future of AI in BioPharma
Burnham's debut, bond market jitters and the future of AI in BioPharma Markets were relatively quiet yesterday, but developments in the UK drew investor attention. Prime Minister Andy Burnham's policy announcements sparked concerns over the fiscal outlook, sending gilt yields higher, while John Hea…
The View Beyond: Implications of a warmer world
As Europe faces increasingly frequent and severe heatwaves, the implications extend far beyond discomfort. The rising temperatures are creating urgent challenges with regard to public health, economic resilience, and urban infrastructure. What does a warmer world mean for the way we live, work, and…
Tech weakness ahead of Fed meeting and key earnings
Middle East tensions remain elevated despite a pause in US air strikes on Iran, which seems to have held overnight. European markets were flat overall yesterday, with the German DAX outperforming the other major indices. US markets were mixed as falling oil prices supported sentiment, but concerns …
AI, biotech and safe havens in focus
Three themes dominated markets yesterday: earnings, AI and macro risks. Strong results boosted stocks such as Deutsche Telekom and Diageo, while disappointments weighed on several industrial and technology names. AI remained a key driver, supporting China's trade data and attracting strong demand f…
Equities pause for breath ahead of Big Tech earnings
Both the S&P 500 and the Nasdaq Composite ended Monday's trading session lower as chip stocks faltered, while the Dow Jones gained 0.25% on the day. It was a similar story in Asia this morning as investors digested the potential ramifications of 'Operation Economic Outcast', while awaiting not only…
Markets rally, France stumbles and the obesity revolution accelerates
Equity markets started the week on a strong note, with both European and US stock indices posting solid gains. France proved the notable exception, however, as French equities and government bonds came under pressure amid growing concerns about the government’s ability to rein in the budget deficit…
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