Moving Markets

The View Beyond: Why Asia needs its own hedge fund playbook

AI, biotech and safe havens in focus

Dow hits new high as markets continue to watch the Middle East

Record highs, AI fever and SpaceX's surprise earnings

Markets cheer lower oil prices, while AI investments remains in focus

Geopolitical tensions ease, oil slumps, yen jumps

The View Beyond: Reading rates without a map as the Fed, BoE and BoJ hold

Ending the week on a high?

A split Fed, a steeper yield curve and Microsoft delivering

AI jitters, Big Tech earnings & the Fed decision

Tech weakness ahead of Fed meeting and key earnings

Oil retreats as markets face a critical week ahead

The View Beyond: Implications of a warmer world

Markets on edge: rising oil, higher yields and the AI spending debate

Oil prices rise on escalating geopolitical tensions

Geopolitics lifts oil, tariffs return, and markets look to earnings

Burnham's debut, bond market jitters and the future of AI in BioPharma

Chip stocks enter bear market: healthy consolidation or change in trend?

The View Beyond: China after the AI correction

The global AI infrastructure sector is undergoing a significant correction, yet the structural uptrend remains intact despite near-term volatility and the need for clearer capital expenditure guidance from US hyperscalers. Investors are rotating capital toward "old tech" sectors like internet, EV, and biotech, which of...

Markets under pressure: gold, sterling and the search for safety