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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Daily Market Reviews
The main daily market developments, why they matter and their implications for investors. Each edition retains its original date.
Showing 10–18 of 19 publications
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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US price pressure eased, stocks hit a record and chip-equipment demand grew
US producer prices were flat in July, the S&P 500 rose 0.7% and Applied Materials revenue grew 25%, while the 30-year yield stayed at 5.21%.
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