By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Ivanhoe Mines Plans Copper Output Rebound at Kamoa-Kakula in H2 2026
Ivanhoe Mines says copper production at its Kamoa-Kakula complex will rebound in the second half of 2026. Higher mining rates and up to 10,0
Lavazza Warns Coffee Prices Will Stay Volatile as El Niño Threat Looms
Italian roaster Lavazza warns that coffee prices will remain volatile, with a potential super El Niño threatening supply and a lag between b
Valhalla Metals Simplifies Voting by Eliminating Dual-Class Share Structure
Valhalla Metals is scrapping its dual-class share structure, rolling all shares into a single class of common stock. The move simplifies vot
HSBC Drops Overweight Call on Emerging Markets as AI Spending Doubts Mount
HSBC has removed its overweight rating on emerging-market stocks following a steep selloff led by South Korea. The move reflects growing inv
US Futures Slide as Trump Declares Iran Ceasefire Over, Oil Jumps 5%
US stock futures slipped early Wednesday after President Trump declared the US ceasefire with Iran 'over,' escalating Middle East tensions.
Berenberg Lifts ASR Nederland Target to €81, Sees €2 Billion War Chest for Deals
Berenberg raised its price target on ASR Nederland to €81 after the insurer's €185 million Bovemij buy. The bank sees a Solvency II review f
Asia Markets Split as Strait of Hormuz Tensions Hit Japan and South Korea Hard
Asian markets diverged sharply as escalating tensions in the Strait of Hormuz drove energy anxiety. Hong Kong's tech stocks rallied 3%, but
AI Chip Startup SambaNova Raises $1 Billion at $11 Billion Valuation, JPMorgan Signs On
SambaNova raised $1 billion at an $11 billion valuation to expand its AI inference infrastructure. The company says JPMorgan has chosen its
Apple and Broadcom Sign $30 Billion Chip Deal Through 2031, Expand Colorado Factory
Apple and Broadcom have signed a long-term chip supply agreement worth over $30 billion, running through 2031. The deal includes a $1.5 bill
RBC Hikes Bunzl Price Target After Q2 Update Eases Inflation Fears
RBC Capital Markets lifted its price target for Bunzl to 2,600p from 2,200p following a second-quarter update that was less damaging than fe
China Considers New Rules to Restrict Foreign Access to Its AI Models
China is exploring tighter controls on foreign access to its homegrown AI models, with officials meeting ByteDance, Alibaba, and startup Z.a
Hong Kong Tech Stocks Rally 3% as Lock-Up Fears Ease, Geopolitics Fade
Hong Kong stocks surged Wednesday, with the Hang Seng Index climbing 3% as tech shares led the charge. Investors looked past Middle East ten