Weekly Market Insight – The China Effect

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...

Market developments Equities: Global equities rebounded firmly as a powerful recovery in technology and semiconductor names reversed a stretch of AI-trade derating. The S&P 500 rose 1.05% and the Nasdaq 1.59%, with chipmakers posting their biggest single-day advance...

Market developments Equities: Global equity markets endured a turbulent week, with escalating Middle East conflict, surging oil prices and growing skepticism around AI investment returns as dominant themes. Tesla was among the week's most notable casualties, tumbling...