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.
Read moreArticle category
Market Reviews
Daily, weekly, 30-day, quarterly and annual market reviews. Previous editions retain their original information dates.
Showing 28–36 of 39 publications
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read more
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.
Read moreNext step
Need a plan tailored to your situation instead of generic information?
During an individual consultation, we will assess your goals, current portfolio, risk and clear next steps.
