Aviso Weekly Market Pulse: July 18th – July 22nd

The bond market takes the wheel August forced every narrative through one filter: the cost of money. Strong earnings and resilient activity ran up against four linked concerns: dependence on the AI capital-spending cycle, energy-driven inflation risk, a renewed...

Market developments Equities: Global equity markets came under significant pressure this week, with the dominant theme being the surge in oil prices above $100 per barrel driven by escalating Middle East tensions. Europe bore the brunt of the selloff, with the Stoxx...

Market developments Equities: Global equities posted broad gains on the week, led by technology and emerging markets. The Nasdaq rose, propelled by Nvidia's blockbuster earnings and outlook that reinvigorated confidence in the AI trade. Early in the week, uncertainty...

Market developments Equities: Global equity markets broadly declined over the week, with the Nikkei 225 leading losses at ~-4%, followed by the Nasdaq and then the S&P 500 Index. Sentiment was weighed down by a combination of elevated oil prices stoking inflation...

Markets widen their field of vision July forced investors to look beyond the most obvious signals. The Federal Reserve held its policy rate steady, but the reaction in longer-term bond yields showed that financial conditions can change even when the overnight rate...

Market developments Equities: Global equities posted a broadly positive week, with the MSCI All Country World Index hitting a record high on Thursday, driven largely by renewed enthusiasm for the artificial intelligence trade and cooling US inflation data that reduced...