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Find the latest market reviews below, followed by in-depth articles on investing, portfolio risk and long-term decisions.
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From the latest developments to the full year’s story. All five reviews share the information date 2026-10-21.
Week: 7 days. Quarter: 90 days. Year: 12 months. Each new edition adds to the history; earlier dates and texts remain in the archive.
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Market reviews by period and in-depth articles on individual topics. Newest publications appear first; previous editions keep their original dates.
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Every published review and article has its own URL. A new edition does not replace an earlier one, so you can revisit what was known and how it was assessed at the time.
Showing 28–36 of 41 publications
Nvidia revenue doubles as rate pressure spreads
Nvidia revenue rose 106% to $96.2bn as South Korea lifted its policy rate to 3%, widening the divide between earnings growth and financing pressure.
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Oil falls, but technology’s test is still ahead
Brent crude fell 3.9%, US new-home sales dropped 10.5%, and Nvidia's results will test whether technology valuations can hold.
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Iran sanctions widen inflation risks as tech shares fall
Germany’s quarterly growth was revised to 0.3% and business climate rose to 88.8, supporting European cyclicals while keeping rate risk in view.
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Faster US growth and expensive oil keep interest-rate pressure alive
US business activity rose to 56.0 and the 10-year Treasury yield reached 4.74%, while oil supply risk keeps financing costs in focus.
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Eurozone activity strengthens as price pressure eases
Eurozone business activity rose to 52.1 and manufacturing PMI to 52.8, signalling firmer growth as price pressures ease.
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Three Fed Voters Wanted Higher Rates as German Prices Rose
Three Fed voters backed a rate rise, German producer prices rose 3.0%, and the US Treasury will increase long-bond buyback limits.
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Technology sell-off spread to Asia as oil rose again
The Nasdaq fell 1.3%, South Korean shares lost 5.80% and European inflation reached 2.9% as energy complicated rate cuts.
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Oil moved above $90 as inflation fears weighed on stocks
Brent crude rose 2.7% to $90.87, US stocks fell 0.5%, and BHP's copper earnings surged as markets weighed inflation against weaker demand.
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Oil risk persisted as US and Chinese demand weakened
Oil supply risk persisted, US retail sales fell 0.6% and Chinese investment dropped 6.7%, sharpening the conflict between growth and inflation.
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