Last week’s optimism on a reopening of the Strait of Hormuz faded this week as both US and Iran officials toned down the prospect of agreement and military action flared up again, including in Lebanon. Read more…
We expect the ECB to hike the deposit rate by 25bp to 2.25% on Thursday 11 June in line with consensus and markets. We expect Lagarde to keep full optionality on the future policy rate Read more…
Over the past five years, the tech-heavy Nasdaq-100 returned roughly 125%, well ahead of the S&P 500. Even casual investors are likely familiar with the most popular stocks in that index, such as Nvidia, Microsoft Read more…
The purpose of online shopping was to make buying easier, a benefit widely used during the pandemic. So much so that even after physical stores reopened, retailers continued to invest more in developing their digital Read more…
Conflicting drivers are preventing GBPUSD from finding a clear direction. The Bank of England is set to disappoint markets with the scale of its monetary tightening. The British pound is consolidating against the US dollar Read more…
Markets Chipmaker Broadcom’s after-market earnings results sapped sentiment to some extent. A weaker-than-expected sales outlook in particular caused some renewed AI valuation concerns. The sector has had a mindboggling rally so perhaps not much was Read more…
Broadcom (AVGO) has been one of the most rewarding AI stocks in recent months, but its latest earnings report left investors wanting more. The semiconductor and software giant dished out another superb quarterly showing in Read more…
A single comment from Nvidia chief executive Jensen Huang added tens of billions of dollars to Marvell Technology’s (MRVL) market value in one trading session. Huang predicted that Marvell would become the next company to Read more…
Once-dominant department store chains such as Macy’s, JC Penney, Kohl’s, and Saks have spent the past several years shrinking their footprints as changing consumer habits, e-commerce competition, and mounting financial pressures reshape the retail landscape. Read more…
Key takeaways The Dow Jones Industrial Average is showing increasing signs of relative weakness, underperforming major US equity benchmarks since the March 2026 market recovery and now facing a potential bearish reversal after breaking below Read more…