TECH FIRMS GET SET TO TEST INVESTOR APPETITE FOR ARTIFICIAL INTELLIGENCE
This week, Washington and Tehran moved closer to a deal that would extend the ceasefire by 60 days and reopen the Strait of Hormuz, with Brent slipping to $91 a barrel by Friday morning.
Read The Full Article$91.14, PENDING ONE SIGNATURE AND SEVERAL CHANGES OF MIND
This week, Washington and Tehran moved closer to a deal that would extend the ceasefire by 60 days and reopen the Strait of Hormuz, with Brent slipping to $91 a barrel by Friday morning.
Read The Full ArticleSPACEX IPO WILL TEST INVESTOR APPETITE FOR BIG TECH AS AI RIVALS ALSO PREPARE TO LIST
This week brought news of the impending IPO of Elon Musk’s SpaceX. If it achieves its rumoured valuation of $1.75tn, it would be the seventh largest US listed company, worth more than Meta, Berkshire Hathaway and Walmart.
Read The Full ArticleOIL CONTINUES TO CLIMB AS HORMUZ REMAINS SEALED AND CENTRAL BANKS PLAY FOR TIME
This week a signal that the US may be willing to keep the Strait of Hormuz closed for months sent another shock wave through oil markets.
Read The Full ArticleA TRUCE AT MIDNIGHT, A RALLY AT DAWN AND A STRAIT THAT IS NOT YET OPEN
This week markets heaved a sigh of relief as the US and Iran agreed a ceasefire and committed to negotiations toward a permanent end to hostilities.
Read The Full ArticleIran Ceasefire Triggers Short-Term Relief Rally
The US and Iran agreed a two-week ceasefire just before US President Donald Trump’s deadline on Tuesday night. The agreement has avoided a further escalation in the conflict and sparked a broad relief rally across global markets.
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Spring Outlook
The exuberance of US equity markets has given way to a more pessimistic outlook.
Read The Full ArticleUS ATTACK ON IRAN ROILS EQUITIES AND DEFENSIVE ASSETS
This week’s US-Israeli attack on Iran caught markets off guard. Despite the significant military build-up, recent negotiations about Iran’s nuclear programme had appeared to be making progress and Donald Trump had made little attempt to talk up the case for an attack in advance.
Read The Full ArticleTARIFF UNCERTAINTY RETURNS AS INVESTORS CONTINUE TO FRET OVER AI THREAT
This week investors have been forced to return to the subject of global trade after the US supreme court ruled that Donald Trump overstepped his
authority with most of last year’s ‘Liberation Day’ tariffs.
TECH STOCKS’ REVENUE GROWTH KEEPS UP WITH INVESTOR EXPECTATIONS
This week technology companies mostly kept up with lofty investor expectations.
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