The FTSE 100 is trading near record highs. That sentence alone might make you think this is a quiet week. It isn’t. UK markets head into August 10–14 sitting at the intersection of a genuinely strong run and a genuinely unsettled macro backdrop, with a hawkish new Federal Reserve chair pushing against a surprisingly weak … Read more
If you’re trying to figure out what could move your portfolio this week, here’s the short version: AI stocks and inflation data are about to collide. Six companies tied to the AI-infrastructure boom — the data centers, chips, servers, and networking gear that power artificial intelligence — report earnings between Tuesday and Thursday. Right in … Read more
If you’ve glanced at Asian markets this week and felt a little whiplash, you’re not imagining things. Hong Kong stocks just had their best week in nearly a year on hopes that China is about to open the stimulus taps again. At the same time, semiconductor stocks — the engine behind the last two years … Read more
If you’ve been waiting for a quiet week in UK markets, this isn’t it. Roughly two dozen companies on the London Stock Exchange report results between Monday and Friday this week, and there’s no Bank of England meeting to distract from them — the next one isn’t until September 17. That makes this one of … Read more
Last week ended with U.S. stocks near record highs, and the reason why says a lot about what to expect next. Microsoft and Amazon both blew past earnings expectations, with Microsoft’s Azure cloud business topping $100 billion in annual revenue and Amazon’s AWS growing at its fastest pace in 18 quarters. But Apple had its … Read more
If you follow Asian markets even loosely, this is the week to pay attention. A renewed conflict in the Middle East has pushed oil prices back above $100 a barrel, and that single fact is rippling through everything from Japanese factory costs to Indian stock valuations. At the same time, the region is heading into … Read more
If you only remember one thing about UK markets this week, make it this: the Bank of England and the Federal Reserve are both deciding on interest rates within a day of each other, and that decision lands right in the middle of the busiest single day of FTSE 100 earnings so far in 2026. … Read more
Last week ended with U.S. stocks lower for a second straight week. The S&P 500 barely held onto a gain Friday, the Nasdaq fell about 2% over five trading days, and only the Dow bucked the trend as money rotated out of expensive technology names and into steadier, defensive stocks. The Philadelphia Semiconductor Index — … Read more
This week’s top Asian stocks to watch are led by Taiwan Semiconductor (TSMC), Samsung Electronics, Alibaba, and Tencent, all reacting to major earnings or regulatory news. The big story: Japan’s AI-hardware stocks (SoftBank, Tokyo Electron, Advantest, Kioxia) are sliding after a sharp valuation reset, while Hong Kong-listed Chinese internet names are rallying after China approved … Read more
There’s rarely a dull week in UK markets, but the week of July 20–24, 2026 is unusually loaded. On Monday, Andy Burnham formally becomes the UK’s next Prime Minister, taking over from Keir Starmer. Reports this week suggest his economic advisers have floated some genuinely big ideas — a wealth tax, a further windfall tax … Read more