Markets
Stocks, bonds, currencies and commodities, plus the macro flows moving global markets day to day.
AI Stocks Lift Global Markets Even as Rate Hike Bets Resurface
Global stocks keep climbing on AI-led gains, even as markets shift from expecting Fed rate cuts to nearly pricing a hike by October. Higher
Del Vecchio Heirs Face Off at Delfin Vote Over Governance and Bank Stakes
The heirs of Ray-Ban billionaire Leonardo Del Vecchio will vote Tuesday on a governance overhaul at Delfin, the holding company that control
India's Sensex Flat as IT Losses Offset Auto Gains; Rupee Slips, Bond Yields Drop
India's stock market held steady in afternoon trade, with the Sensex and Nifty flat as IT stocks slipped while automakers gained. The rupee
Euro Zone Bond Yields Slide as Oil Near Four-Month Low Eases Inflation Fears
Euro zone government bond yields eased as oil stayed near four-month lows, with Germany's 10-year yield dipping to 2.893%. Traders weighed I
STOXX 600 Eyes Best Quarter Since 2020 as AI Tech Stocks Lead Rally
Europe's STOXX 600 rose 0.6% on Tuesday, closing in on its best quarter since October 2020. AI-driven tech stocks led the charge, while easi
South Korea's KOSPI Surges 68% in Best Quarter Since 1998, Led by AI Chip Giants
South Korea's KOSPI index surged 68% in its best quarter since 1998, driven by a massive rally in semiconductor stocks. Samsung Electronics
Heathrow Fee Cap and Slowing Grocery Sales Signal Weakening Pricing Power Across UK Economy
A proposed cap on Heathrow's per-passenger fee and slower sales growth at Sainsbury's and Tesco both point to the same theme: pricing power
ASX Dips as Gold Retreats and Dollar Strengthens on Easing Middle East Tensions
Australian stocks slipped Tuesday as gold retreated toward $4,000 an ounce and oil moved back near $72 a barrel after the US and Iran agreed
Ferrari and BMW Switch to Aluminum Wiring as Copper Costs Bite
Ferrari and BMW are swapping copper for aluminum wiring in new cars as copper prices stay high and electric vehicle weight goals push engine
BIS Warns $1 Trillion Hyperscaler AI Spending Spree Risks Investment Bust
US chipmaker stocks surged 75% in Q2 2026 as Big Tech races to build AI data centers. But the BIS warns the $1 trillion hyperscaler spending
AI Chip Rally Drives Emerging Asia to Best Quarter Since 2009
Emerging-market Asia is on track for its best quarter since 2009, powered by a surge in AI chip stocks. Taiwan and South Korea lead the gain
AI Chip Rally Drives Emerging Asia to Best Quarter Since 2009
MSCI's emerging-markets Asia index is on track for its best quarter since 2009, fueled by AI-chip heavyweights in Taiwan and South Korea. TS