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Markets

Stocks, bonds, currencies and commodities, plus the macro flows moving global markets day to day.

Consumer ETFs edge higher as US-China trade tone softens
Markets

Consumer ETFs edge higher as US-China trade tone softens

Consumer sector ETFs edged higher as US-China trade headlines turned friendlier and consumer sentiment was revised up. Tesla slipped on prod

Marcus Devlin ·
Supply chain stress turns resilience into a long-term investment theme
Markets

Supply chain stress turns resilience into a long-term investment theme

From the Strait of Hormuz to fertiliser and helium, supply chains are under strain again. For investors, the real opportunity lies in compan

Eleanor Whitfield ·
Stocks climb as Iran signals possible reopening of Strait of Hormuz
Markets

Stocks climb as Iran signals possible reopening of Strait of Hormuz

US stocks climbed and oil prices fell after Iran's foreign minister suggested a conditional path to reopen the Strait of Hormuz and restart

Eleanor Whitfield ·
AI optimism lifts US stock futures despite $100 oil and Fed hike bets
Markets

AI optimism lifts US stock futures despite $100 oil and Fed hike bets

US stock futures edged higher as AI and chip stocks rallied, helping traders look past $100 oil and rising Treasury yields. Akamai surged af

Marcus Devlin ·
AI stocks lift Wall Street even as oil tops $100 and yields stay high
Markets

AI stocks lift Wall Street even as oil tops $100 and yields stay high

Microsoft's 3% jump on new Copilot features helped Wall Street's major indexes edge higher, even with oil above $100 and the 10-year Treasur

Eleanor Whitfield ·
AI rally lifts Wall Street as Microsoft gains on new Copilot features
Markets

AI rally lifts Wall Street as Microsoft gains on new Copilot features

Wall Street edged higher Friday as AI enthusiasm lifted tech stocks, with Microsoft jumping on new Copilot features. But market breadth was

Marcus Devlin ·
Costco's strong quarter helps lift US stocks as oil slides
Markets

Costco's strong quarter helps lift US stocks as oil slides

US stocks drifted higher Friday, helped by a jump in Costco shares after the retailer topped earnings and revenue expectations. Cheaper oil

Eleanor Whitfield ·
Swiss Stocks Rise as Economists Lift 2026 Growth Forecast to 1.7%
Markets

Swiss Stocks Rise as Economists Lift 2026 Growth Forecast to 1.7%

Swiss stocks rose as economists upgraded the country's 2026 growth outlook to 1.7% from 0.9%. UBS shares climbed 3.5% as the bank weighed op

Eleanor Whitfield ·
European ADRs edge up Friday but still post weekly loss
Markets

European ADRs edge up Friday but still post weekly loss

European stocks trading in the US as ADRs ticked higher Friday, but the index is still on track for a 1.1% weekly loss. Individual movers li

Marcus Devlin ·
AI's grip on markets is bigger than you think—here's how it hits your portfolio
Markets

AI's grip on markets is bigger than you think—here's how it hits your portfolio

Tech stocks now make up 51% of the S&P 500, and AI exposure is spreading into bonds and private markets. That means your 'diversified' portf

Marcus Devlin ·
Asia ADRs edge higher Friday but still head for weekly loss
Markets

Asia ADRs edge higher Friday but still head for weekly loss

Asia-focused stocks trading in the US ticked up Friday, with the S&P Asia 50 ADR Index rising 0.70%. But the index is still down close to 1%

Marcus Devlin ·
Latin American Markets Slip as US Yields Stay High and Brazil Inflation Heats Up
Markets

Latin American Markets Slip as US Yields Stay High and Brazil Inflation Heats Up

Latin American stocks and currencies fell as elevated US Treasury yields continued to pressure emerging markets. A hotter-than-expected Braz

Eleanor Whitfield ·