Market Videos

Wall Street rallied by more than 1% on Thursday after Federal Reserve (Fed) Governor Christopher Waller signalled openness to holding rates steady this month should upcoming inflation figures cooperate, sending Treasury yields lower and pushing bitcoin above USD 80,000. The dovish tone carried...

Asian equities traded mixed on Thursday as lower bond yields and softer oil prices improved sentiment, while investors awaited US labour-market figures due on Friday for further clues on the Federal Reserve’s (Fed) policy outlook. Wall Street ended Wednesday higher, with the Dow Jones...

Escalating hostilities between the US and Iran sent oil prices higher on Wednesday, heightening fears that an energy shock could prolong inflationary pressures and keep interest rates elevated. European and US equities closed lower on Tuesday, with technology shares particularly affected by...

Escalating tensions between the US and Iran pushed oil prices higher on Tuesday, reviving concerns over inflation and the prospect of further monetary tightening. Wall Street closed mostly lower on Monday, with energy shares an exception, while Asian trading was mixed on Tuesday as losses in...

Federal Reserve Chair Kevin Warsh’s signal on Friday that US monetary policy could be tightened further, alongside renewed US-Iran hostilities, weighed on investor sentiment to start the week. Wall Street’s major indices slipped on Friday, led by technology shares, while Asian equities were...

Investors awaited Federal Reserve (Fed) Chair Kevin Warsh’s Jackson Hole speech on Friday after stronger-than-expected US inflation reinforced uncertainty over the interest-rate outlook. Nvidia’s upbeat projections propelled technology shares and left Wall Street higher on Thursday, while...

Nvidia’s stronger-than-expected results and upbeat revenue outlook reinforced confidence in artificial-intelligence (AI) investment, lifting US equity futures and underpinning gains among South Korean technology shares on Thursday. Wall Street had closed broadly flat on Wednesday as investors...

Falling oil prices eased fears of a fresh inflation shock on Wednesday, helping Asian technology shares recover after Wall Street closed higher on Tuesday. South Korean and Chinese equities led regional gains, while Japanese and Hong Kong stocks also advanced. Attention now turns to Nvidia’s...

US technology stocks fell on Monday as investors positioned for Nvidia’s quarterly figures on Wednesday, while the Trump administration’s broader sanctions threat against Iran added to geopolitical uncertainty. The Dow rose modestly, but the S&P 500 and Nasdaq 100 finished lower, with European...

This week, global markets focus on the Jackson Hole symposium, which runs from Thursday through Saturday, with Federal Reserve (Fed) Chair Kevin Warsh delivering the keynote address on Friday. Investors will scrutinise his remarks for signals on monetary policy and balance-sheet management...

The investment environment remains more supportive than the headlines might suggest. Economic growth has proved resilient on both sides of the Atlantic, inflation has eased from its earlier peaks and Europe’s recovery is becoming broader. At the same time, investors face an uncomfortable...

Markets are entering the second half of the year with a more supportive growth-in­flation mix, even as geopolitical risks remain elevated. Earlier declines in energy prices have helped inflation retreat meaningfully, restoring some confidence among consum­ers and businesses. The US economy...

Sometimes the most important market signal is not where the pressure is greatest, but where resilience proves strongest. As the first half of 2026 draws to a close, the global economy has absorbed the energy shock better than many feared. The US economy in particular continues to show...

Generally speaking, the price of oil is primarily driven by the global economy and the resulting demand for oil; however, the impact of market disruptions is significantly greater when supply becomes the determining factor. This is currently the case due to the ongoing blockade of the Strait of...

With the conflict in the Middle East and the temporary closure of the Strait of Hormuz, the markets are facing a major macroeconomic shock, yet they have so far reacted with surprising calm. Momentum remains intact, and falling prices continue to be used as an opportunity to "buy the dip"...

Over the past weeks, the world has become more uncertain again. The conflict with Iran and the effective blockade of the Strait of Hormuz have pushed oil and gas prices sharply higher. This hits regions unevenly: while the United States is cushioned by its energy self sufficiency, Europe is...

Sometimes a few data points are enough to flip sentiment. After a tough industrial year in 2025, the mood was subdued in many aspects: supply chain shifts, tariff disputes, and concerns about an economic dip after the AI investment boom weighed on markets. Now, the latest sentiment indicators -...

At the start of 2026, the global economy is on firmer footing than many had anticipated a year ago. Recession fears have not materialised, with consumption and investment - particularly in the United States - proving resilient. Easing inflation pressures, the prospect of more supportive...

Before the year comes to an end, we would like to take the opportunity to highlight our monthly strategic assessment. In our view, economic growth is set to slow but remain positive, while inflation has likely peaked at lower than feared levels and financial conditions are still supportive.

US economic resilience reduced expectations for near-term Fed rate cuts, while the euro area reached its inflation target and Switzerland continued to face weak growth and low inflation. Global equities consolidated after recent gains, but Q3 earnings remained solid and emerging markets...