By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Zinc Prices Spike as Supply Squeeze Hits London Metal Exchange
Cash zinc prices surged to a $73.27 premium over futures on Monday as LME stocks dropped to 103,725 tons. This backwardation signals tight s
UBS Sees Amkor's AI Packaging Business Growing to 19% of Sales by 2027
UBS upgraded Amkor Technology to buy, predicting advanced packaging will grow from 9% to 19% of sales by 2027. The shift is driven by AI dat
McDonald's Faces Soft Q2, but UBS Sees Recovery in Second Half
McDonald's may report a soft second quarter, with UBS forecasting US same-store sales growth of only 0.5%. However, the bank expects a bette
Volkswagen in Talks to Hand Control of Spain Battery Plant to China's Gotion
Volkswagen is reportedly in advanced talks to give China's Gotion High-Tech majority control of its planned battery gigafactory in Valencia,
Charter Communications faces deeper broadband losses after Cox deal closes
RBC Capital Markets expects Charter Communications' broadband subscriber losses to deepen in 2026-27. The pending Cox deal, closing in mid-t
Latin American markets steady as oil retreats from $100 high
Latin American markets took a breather Monday as oil prices slipped to a one-week low, calming inflation worries. The pullback comes ahead o
Morgan Stanley cuts Las Vegas Sands targets on slower Macau, Singapore trends
Morgan Stanley trimmed its forecasts and price target for Las Vegas Sands after the casino operator reported softer trends in Macau and Sing
Nvidia and SK Group sign $500 billion deal for AI factories in South Korea
Nvidia and South Korea's SK Group have signed letters of intent for a $500 billion AI factory plan. The first site, based in South Korea, is
KKR, EQT Lead Surge in Takeovers Across Energy, Health Care, and Asset Management
Dealmakers are active across energy, health care, and asset management. Key moves include KKR's £5.75 billion purchase of DCC Energy, argenx
Canada's 2-Year Bond Yields Signal Faster Economic Cooling Than US
Canadian 2-year government bond yields are signaling faster economic cooling at home than in the US. Rosenberg Research expects the yield ga
Hedge funds pile into US healthcare stocks as AI drug discovery gains traction
Hedge funds are piling back into US healthcare stocks, with Goldman Sachs reporting net exposure near a five-year high. The surge is led by
Brookfield Raises $2 Billion for Middle East Private Equity Fund with PIF Backing
Brookfield Asset Management has raised about $2 billion for a new Middle East private equity fund, Brookfield Middle East Partners. Saudi Ar