By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
AI Enthusiasm Shifts to Chipmakers as Software Firms Face Rising Debt Costs
AI investing enthusiasm is moving from software companies spending on AI to chipmakers selling the picks and shovels. Meanwhile, lenders are
Acciona Lifts Dividend to €5.75 While Eyeing Full Control of Struggling Polish Builder
Spanish infrastructure group Acciona has bumped its dividend to €5.75 per share, but the small increase comes as it reportedly prepares a ta
Taiwan Regulator Launches On-Site Probe at Cathay Fund Unit Over Alchip Conflict
Taiwan's financial regulator has begun an on-site inspection of Cathay Financial Holding after a top executive quit over a possible conflict
BayWa Extends Restructuring to 2030, Seeks to Convert €700 Million in Liabilities
BayWa has pushed its restructuring timeline to 2030, proposing to convert up to €700 million of liabilities into subordinated debt. The plan
New Zealand Stocks Flat as US-Iran Tensions and RBNZ Decision Loom
New Zealand stocks finished nearly flat as geopolitical uncertainty and anticipation of a Reserve Bank rate decision kept traders cautious.
Asia's AI Rally Pauses as Dollar Strengthens and US-Iran Tensions Rise
Asia's AI-driven rally took a breather as a stronger dollar and US-Iran tensions made investors cautious. The MSCI EM Asia index remains up
Battery Metal Prices Recover on Supply Cuts, But EV Demand Growth Slows
Supply cuts in key producing nations have lifted lithium, cobalt, and nickel prices from their recent lows. However, slower electric vehicle
Gold Slips to Seven-Month Low as Rising Yields and Strong Dollar Weigh
Gold prices slid again on Tuesday, dropping 0.8% to $3,974.01 and touching a seven-month low. Rising US Treasury yields and a stronger dolla
Archer Materials Signs $1.5M Deal for IonQ Quantum Cloud Access
Archer Materials has inked a three-year, $1.5 million deal to use IonQ's quantum cloud platform. The agreement includes access to current an
CMA CGM Nears $1.4 Billion Deal to Buy FedEx Logistics Unit
CMA CGM is reportedly close to buying FedEx's third-party logistics unit for $1.4 billion in cash. The deal would help the French shipping g
Aussie and Kiwi Dollars Slide as Fed Rate Expectations Outpace Local Central Banks
The Australian and New Zealand dollars slipped as traders grew more confident the Fed will keep rates higher, while paring back bets on near
Magnificent Seven Slump as AI Spending Fears Shift Market Focus to Chipmakers and Japan's Yen Hits 40-Year Low
The Magnificent Seven tech giants saw their stocks slide in June as investors worried about AI spending. Meanwhile, chipmakers surged and Ja