By Marcus Devlin
Two decades covering equity markets. Writes on single stocks, sectors, valuations and the trades behind the tape.
European stocks stall as oil tops $95 and German yields hit 2011 high
European stocks stalled as Brent crude topped $95 a barrel and Germany's 10-year yield hit its highest since April 2011, reviving fears that
Woolworths lifts profit and dividend as online food sales offset discounting
Woolworths Holdings grew full-year headline earnings 5.3% and lifted its dividend 5.9%, helped by strong online food sales. The retailer fac
Philippine peso hits record low as oil tops $95 and yields climb
The Philippine peso slid to an all-time low of 62.652 per dollar as oil climbed above $95 and US Treasury yields rose, driving investors awa
Gold hits 3-week low as oil and yields keep rate fears alive
Gold slipped to a more than three-week low as higher oil prices and Treasury yields kept inflation concerns and Fed rate-hike bets alive. A
Indian Stocks Slide as Oil Jumps to $95 and Bond Yields Rise
Indian stocks fell as US-Iran strikes pushed oil to $95 and bond yields climbed, reviving fears of sticky inflation and higher rates. Mid-ca
Global bond selloff lifts borrowing costs to multi-year highs as Anthropic inks Nvidia-backed compute deal
Investors sold government bonds, driving borrowing costs to multi-year highs. Meanwhile, Anthropic's new compute agreement marks another Nvi
ASX 200 slips 1.1% as strong Q2 GDP keeps RBA hike bets near 60%
Australian stocks slipped 1.1% despite a resilient second-quarter growth report, as traders held firm on a near 60% chance of an RBA rate hi
Palm oil futures slip as rival edible oils weaken
Malaysian palm oil futures slipped after a two-day bounce as prices for rival edible oils fell, overpowering support from higher crude oil a
BHP's top China dealmaker exits as iron ore talks loom
BHP's chief commercial officer Rag Udd is stepping down at the end of January, leaving the miner without its top dealmaker for iron ore talk
Why market volatility is cooling after big tech earnings
Options data shows expected volatility fell across major asset classes last week, as strong tech earnings soothed investor nerves. Here's wh
Asia stocks slide as oil jumps to $95 on US-Iran strikes
Asian stocks slid after US strikes on Iran pushed Brent crude to $95.34 a barrel. Elevated bond yields and rising Fed hike bets added pressu
AI data centers hit a new bottleneck: power gear, not chips
AI data centers are hitting an unexpected speed bump: not chips, but power gear. Grid hookups, transformers, and cooling systems are now the