By Eleanor Whitfield
Former buy-side analyst. Leads the desk with a focus on global markets, macro flows and what moves portfolios.
Treasury Yields Rise as Strait of Hormuz Tanker Slowdown Stirs Inflation Fears
US Treasury yields rose as slower tanker traffic through the Strait of Hormuz kept inflation worries alive. Bond markets are pricing in the
Swiss Stocks Edge Higher as KOF Signals Firmer Global Growth, SFS Group Jumps on US Deal
The SMI added 0.14% as KOF's July barometers showed global economic activity holding up better than expected. SFS Group jumped on a US aeros
German Stocks Dip as Oil Nears $80, Fueling ECB Rate Hike Bets
German stocks edged lower as crude oil prices rose toward $80 a barrel, reviving inflation fears. Bank of America said the move shifts the r
SK Hynix's $26.5B Nasdaq Debut Fuels AI Rally Despite Oil Jitters
SK Hynix's $26.5 billion Nasdaq debut boosted AI optimism, helping markets shrug off geopolitical risks and higher oil prices. The chipmaker
UBS Initiates Alpha Metallurgical Coverage with Neutral Rating, $165 Target
UBS has initiated coverage of Alpha Metallurgical Resources with a Neutral rating and a $165 price target. The bank highlights the company's
CVC DIF Nears €1B+ Majority Buyout of Italian Waste Manager EcoEridania
CVC DIF has entered exclusive talks to acquire a majority stake in Italian waste management firm EcoEridania for over €1 billion. Founder An
Houlihan Lokey Poised for M&A Rebound, BofA Says
Bank of America says Houlihan Lokey, an investment bank focused on middle-market deals and restructuring, could see earnings cushioned by a
Apollo's £5.7 Billion EasyJet Bid Sets Stage for Takeover Battle
Apollo Global Management has launched a £5.7 billion bid for easyJet, topping a rival offer from Castlelake. The move highlights strong priv
US Equity Funds See $25 Billion Inflow as AI Optimism Returns
US equity funds pulled in $24.97 billion in the week to July 8, the biggest inflow in three weeks. Investors returned to stocks as AI-linked
Circle's Bank Charter Approval Lifts Financial Stocks Premarket
Financial stocks edged higher before the open as Circle's OCC approval for a national trust bank drove a 12% premarket jump. The broader sec
SpaceX's AI Revenue Could Hit $28 Billion a Year From Data Centers, Not Space
SpaceX's AI ambitions may sound space-focused, but analysts see near-term money in ground-based data centers. Colossus compute deals could t
Berenberg Cuts Siemens Healthineers Price Target to €39, Flags Spin-Off and Diagnostics Risks
Berenberg has cut its price target on Siemens Healthineers to €39 and issued a hold rating, pointing to a drawn-out spin-off from Siemens AG