Asian markets head into September still digesting new Fed Chair Kevin Warsh’s hawkish Jackson Hole debut, even as the region’s own data is quietly improving. China’s official factory-activity index beat forecasts Monday, South Korea’s Kospi is riding a record-setting, chip-led rally, and Taiwan’s semiconductor and assembly giants are positioning for Apple’s next iPhone launch. Layer … Read more
If you’re trying to figure out what could move UK stocks this week, here’s the short version: it’s a week of two halves. The first half belongs to company earnings, with five UK-listed businesses reporting results on a single day. The second half belongs to a US jobs report that, despite being an American data … Read more
This week, two big stories are colliding in the U.S. stock market. A dense “second wave” of AI-infrastructure earnings — led by Broadcom, Dell, and a handful of enterprise software names — will test whether the AI spending boom Nvidia and Marvell confirmed last week has real breadth. At the same time, Friday’s August jobs … Read more
This week, Asian markets are caught between two genuinely binary events — and everything else is background noise by comparison. Monday opened with a sharp tech-led selloff: South Korea’s Kospi fell as much as 3.1% intraday and Hong Kong’s Hang Seng dropped roughly 1.9%, as volatility tied to Alibaba and Samsung spilled into the broader … Read more
The FTSE 100 just did something it hasn’t done since May: it strung together six straight winning sessions, closing Tuesday at 10,871.17 and pushing toward record territory. The FTSE 250 has been even stronger, breaking above 24,000 for the first time and sitting roughly 9% higher for the year. That headline sounds like an unambiguous … Read more
This week, three big stories are colliding at once in the U.S. stock market. Nvidia and Marvell Technology — two of the biggest names in artificial intelligence — report earnings that could confirm or challenge the multi-year AI spending boom. Meanwhile, new Federal Reserve Chair Kevin Warsh steps up to the podium at the Jackson … Read more
This week, Asian markets are pulling in two directions at once — and both matter. China’s full slate of July economic data, released Monday, confirmed a broad-based slowdown: retail sales, factory output, and investment all missed forecasts, and new bank loans turned negative for the first time on record. But the same week brings a … Read more
This week’s UK stock market story isn’t really about earnings — it’s about one number. Wednesday’s UK inflation report (CPI) for July is the single most important event on the calendar, and it lands during a week when the corporate reporting slate is lighter than usual. That combination matters: with fewer competing headlines, Wednesday’s data … Read more
This is one of those weeks where a lot of important stories are landing at once. Five major retailers — Home Depot, Target, Lowe’s, TJX, and Walmart — are all reporting earnings within a few days of each other. That’s happening right after a July retail sales report that came in weaker than expected. At … Read more
This week, Asian markets are telling three different stories at once — and all three matter. In Taiwan and South Korea, the AI chip trade is roaring back to life: TSMC just posted its best sales month on record, and Samsung and SK Hynix are rebounding after a genuinely wild stretch of trading. In Australia, … Read more