By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Euro Zone Bond Yields Slide as Oil Near Four-Month Low Eases Inflation Fears
Euro zone government bond yields eased as oil stayed near four-month lows, with Germany's 10-year yield dipping to 2.893%. Traders weighed I
STOXX 600 Eyes Best Quarter Since 2020 as AI Tech Stocks Lead Rally
Europe's STOXX 600 rose 0.6% on Tuesday, closing in on its best quarter since October 2020. AI-driven tech stocks led the charge, while easi
ASX Dips as Gold Retreats and Dollar Strengthens on Easing Middle East Tensions
Australian stocks slipped Tuesday as gold retreated toward $4,000 an ounce and oil moved back near $72 a barrel after the US and Iran agreed
BIS Warns $1 Trillion Hyperscaler AI Spending Spree Risks Investment Bust
US chipmaker stocks surged 75% in Q2 2026 as Big Tech races to build AI data centers. But the BIS warns the $1 trillion hyperscaler spending
Spanish Companies in Deal Mode: Digi's €500M IPO, DIA Buyback, Indra Governance Shake-Up
Spanish companies are making moves: Digi plans a €500 million IPO, DIA starts a €20 million buyback, and Indra reshuffles its board. These a
AI Chip Rally Drives Emerging Asia to Best Quarter Since 2009
Emerging-market Asia is on track for its best quarter since 2009, powered by a surge in AI chip stocks. Taiwan and South Korea lead the gain
New Zealand Stocks Rise on Wall Street Rally and Surge in Business Confidence
New Zealand stocks rose 0.56% following a strong US session, while ANZ business confidence surged to 37 in June. The data suggests potential
NRW's Golding Unit Secures AU$195M in Contracts, Extending Backlog to FY2027
NRW Holdings' Golding unit has secured AU$195 million in new mining and civil contracts, pushing its work backlog into fiscal 2027. The key
Indian Stocks Slip as IT Shares Drop on US Rate Worries, Auto Stocks Hit by Delhi EV Policy
Indian stocks reversed early gains as IT shares fell on renewed US rate worries and auto stocks weighed after Delhi announced faster EV-only
Infineon Gets Revenue Boost Forecast as AI Data Centers Drive Power Chip Demand
AlphaValue/Baader Europe lifted Infineon's 2028 revenue forecast to €22.3 billion, citing AI data center power demand and software-defined v
Europe's Biggest Banks Push Back Against EU Stock Market Overhaul
Europe's biggest banks are urging EU regulators not to overhaul stock trading rules, arguing that the shift to off-exchange trading hasn't b
Aussie Dollar Hits Three-Month Low as Yield Gap with US Shrinks
The Australian dollar slipped to a three-month low as the yield spread between Australian and US bonds shrank. Traders are watching for a br