By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
Global stocks steady as Middle East tensions and higher yields collide
Global stocks nudged higher as investors weighed fresh US-Iran tensions and firmer oil against a slight dip in US Treasury yields. The MSCI
Anthropic's Claude blueprints aim to help retailers build AI shopping agents
Anthropic is giving retailers step-by-step guides to build shopping and merchant agents on its Claude AI. Early partners saw cart sizes rise
Yen's sharp jump sparks debate over BOJ intervention vs rate check
The yen strengthened sharply after Bank of Japan officials hinted at more rate hikes, but traders are split on whether Tokyo actually interv
UBS raises Harley-Davidson profit outlook but stays neutral on tariffs
UBS raised its earnings forecast and price target for Harley-Davidson after Q2 results, citing higher shipments, tariff refunds, and stronge
FTSE 100 slips as US-Iran strikes lift oil to one-month highs
The FTSE 100 slipped 0.26% as US strikes on Iranian targets near the Strait of Hormuz lifted oil to one-month highs. Higher energy costs cou
Uber exits Nigeria's ride-hailing market after more than a decade
Uber is winding down its ride-hailing operations in Nigeria, with trips ending September 2. The move follows a business review and reflects
Southwest to open first airport lounges with Chase by late 2027
Southwest Airlines is building its first-ever airport lounges in Austin, Baltimore, Honolulu, and Nashville, with openings expected in late
Berenberg: Diploma's compounding model still has room to run
Berenberg argues Diploma's recent upgrades are repeatable, not a one-off. With 20%-plus operating margins and balance-sheet capacity for mor
Dow climbs 246 points as AI optimism outweighs US-Iran tensions
The Dow gained 246 points as AI enthusiasm overshadowed renewed US-Iran tensions. Traders also raised the odds of a September rate hike to 6
China's 10-year bond yield falls below 1.7% as global yields climb
China's 10-year government bond yield has fallen below 1.7%, while yields rise across much of the world. The gap with US Treasuries is now t
Copper and zinc slip as oil and dollar gains pressure metals
Copper and zinc slipped as Middle East tensions pushed oil higher and the dollar to a two-week high, stoking inflation and rate-hike concern
Gold X2 Mining to Move US Listing to NYSE American Under AUXX
Gold X2 Mining plans to shift its US-listed shares from the OTCQB to NYSE American on Sept. 8, trading under AUXX. The upgrade to a regulate