Markets shrug off Iran war, but bonds flash warning
While equities remain calm, the bond market is already signalling rising concerns over US debt.
The psychology of war and market manipulation
Donald Trump appears to be using his rhetoric to influence public expectations in an effort to prevent rising oil prices, higher a…
Oil sets the tone, gold falls, bitcoin holds steady – something is out of place in the market
The war is escalating, central banks are holding back and equity markets are pricing in peace. Yet gold is falling against expecta…
Central banks face inflation dilemma as oil shock deepens
The protracted conflict continues to push up commodity prices. The Fed has adopted a wait-and-see attitude, Australia is already t…
War clouds outlook for investors in Dubai’s property market
Record sales, luxury penthouses worth millions and a reputation as a safe haven: Dubai has built an image of stability outside Eur…
Markets grow uneasy over duration and scope of Gulf conflict
The extent of the market impact depends on two unknowns: the duration of the escalating conflict in the Gulf and how many countrie…
AI disruption, tariff uncertainty and debt risks – markets face a new stress test
AI compresses margins, tariff uncertainty persists and private credit risks grow as markets enter a new phase of stress.
Gold may climb 20 per cent amid global turmoil
Gold has advanced sharply in recent months, driven by geopolitical uncertainty and Donald Trump’s protectionist agenda. JPMorgan e…
Trump’s trade war hits constitutional limits – White House under pressure
Last week’s key development for global markets was a landmark ruling by the US Supreme Court that curtailed the president’s use of…
Who are the winners and losers of the AI revolution?
Signals from bond markets suggest that artificial intelligence may prove a source of economic tension rather than a painless break…
Lagarde denied leaving the ECB - the markets remain unimpressed
This week confirmed that the main center of economic and financial activity lies outside European markets.
Davos criticises the reasons for the decline of European industry
Along with the weakening European industry, the social stability of the continent is also shaking. A clear signal came from Davos …
Soft landing and strong doubts. Microsoft and Amazon are losing their luster
Gold weakens without news, inflation falls, confidence wanes. Disorientation is the new volatility.
Schizophrenia on Wall Street
Markets oscillate between euphoria and fear, as if they have lost their compass. Capital vacillates between dreams of artificial i…
Brutal sell-off or investment opportunity? Software company stocks are at record lows
Fears that artificial intelligence will destroy traditional software developers have triggered a historic sell-off of shares in co…