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It’s been 2 weeks into the Iran war and the ending is uncertain. Oil is still...

The war situation in Iran is the main theme this week. Oil prices jumped while equity markets remain...

Markets trade on AI worries due to the disruption. War in Iran is...

After the US Supreme Court invalidated the IEEPA tariffs, Trump replaced them with...

Tech stocks experienced a sell-off this week, with...

Fed’s rate kept unchanged. There are mixed communications from US administration, such as...

Trump has threatened tariffs over Greenland but has withdrawn afterwards. Markets regained confidence for...

The first week of Q4 earnings season reported solid results, while...

Q4 earnings season will kick off next week. Investors are going to shift their focus from macro to...

Tariffs and AI are the 2 words that best summarize...

Strong tech earnings reignited the optimism in AI. Inflation data came in...

S&P500 hit record high. Fed cut rate by 25bps this week. Markets expect a BoE cut, ECB hold and...

Markets expect a hawkish Fed cut next week. Bank of Japan is expected to hike the week after and...

Equities have almost recovered from the previous sell-off. Softer economic data this week has pushed...

S&P500 had a roller-coaster ride this week, mainly driven by the NVIDIA earnings announcement. Strong...

US government shutdown ended. The state of US economy will become less unclear after...

Given the absence of official data and stretched valuations, markets are more sensitive to...

Fed cut rate by 25bps as expected. US and China reached trade truce. Economic data in US is...

Expect volatility in the coming week because of the Q3 results from big tech and meeting between US and China presidents. Markets expect...

Another week of government shutdown. Q3 earnings season began this week, starting with Financials. Focus shifted to...