By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Gold falls 1.7% as Fed officials signal more rate hikes may be needed
Gold fell 1.7% to $4,282.53 an ounce after Fed officials signaled inflation may stay stubborn, boosting the dollar and rate-hike odds. Inves
DeepSeek's efficiency pitch rattles chip stocks as Microsoft eyes Middle East
DeepSeek's latest research on more efficient AI training hit chip ETFs, reviving fears of cooling hardware demand. Meanwhile, Microsoft outl
MPS seeks shareholder nod for defense plan despite Intesa bid
MPS CEO Luigi Lovaglio wants shareholders to approve the bank's defense plan on October 29, even if they later accept Intesa Sanpaolo's €36
Anthropic's IPO Looms, Freezing Other Listings
Two US companies paused their IPO plans this week, citing market conditions. With AI star Anthropic's debut looming, other candidates are ho
Micron's memory sells out as UBS sees tight supply into 2028
Micron can't make memory chips fast enough to meet demand, and UBS expects that tightness to last into mid-2028. With AI-driven demand surgi
CVC takes first outside stake in Prague's CDN77 at $1.9B valuation
CVC is investing in CDN77, a Prague-based internet infrastructure firm, marking its first outside investment. The deal values the company at
GCash parent Mynt secures big-name backers ahead of record Philippine IPO
Mynt, the company behind Philippine mobile wallet GCash, has secured commitments from more than 20 cornerstone investors, including BlackRoc
Bond yields hit multi-decade highs: what it means for your portfolio
Government bond yields have surged to multi-decade highs, pressuring bond prices. But higher yields mean better potential returns for new bu
Morgan Stanley: Child care demand rising, but enrollment lags
Morgan Stanley sees rising demand for US child care, but big providers like KinderCare and Bright Horizons are still struggling to convert i
Fastly's edge platform pitch wins praise, but AI revenue questions linger
Fastly is pitching itself as an edge platform, not just a CDN. BofA likes the adoption story but says the company still needs to show concre
Asian ADRs Slip as S&P Asia 50 Index Drops 1.3%; Canaan, Aurora Mobile Lead Declines
US-listed Asian ADRs slipped Wednesday, pulling the S&P Asia 50 ADR Index down 1.3% to 2,995.86. Canaan fell 7.4% and Aurora Mobile slid 5%,
RxSight's lens pitch hits a wall: busy clinics and new rivals
Bank of America lowered its price target on RxSight to $5.50, keeping an Underperform rating. The bank argues that the company's Light Adjus