Markets
Stocks, bonds, currencies and commodities, plus the macro flows moving global markets day to day.
Discounts Drive US Same-Store Sales Growth as Consumer ETFs Slip
US same-store sales rose 8.2% year-on-year in the week ended July 11th, driven by heavy discounting. Consumer-focused ETFs slipped as market
FTSE 100 Rises as Strong US Bank Earnings and Cooler Inflation Boost Rate-Cut Hopes
The FTSE 100 reversed early losses to close slightly higher, driven by strong US bank earnings and a softer June inflation reading. UK lende
Ghana's GoldBod Buys 50-54 Metric Tons from Small Miners in H1 2026, Eyes Record Export Year
Ghana's GoldBod bought 50-54 metric tons from artisanal miners in the first half of 2026. The state buyer says export earnings could still s
Small-Cap Stocks Surge: Russell 2000 Doubles S&P 500 Returns This Year
The Russell 2000 has doubled the S&P 500's return this year and outpaced the Magnificent Seven sixfold. The rally is fueled by AI spending s
TSX Edges Higher as US Inflation Cools, Materials Surge 2.2%
Canada's main stock index climbed Tuesday as a cooler-than-expected US inflation reading eased fears of a more aggressive Fed. Materials sto
Small-Cap Stocks Surge as AI Hype Shifts to Infrastructure Suppliers
US small-cap stocks are having their best year since 2003, with the Russell 2000 surging 20%. Investors are shifting focus from Big Tech's A
Asia ADRs Rise 0.9% as New Oriental, Mitsubishi UFJ Offset Tech Declines
The S&P Asia 50 ADR Index rose 0.9% to 2,938.12, driven by strong gains in New Oriental Education and Mitsubishi UFJ Financial Group. The ad
Trafigura's Massive Lead Delivery to Singapore Pushes LME Inventories to 14-Year High
Commodities trader Trafigura delivered more than 80,000 metric tons of lead to LME warehouses in Singapore, pushing global inventories to a
KKR and Apax Circle Portuguese Packaging Maker Logoplaste in Potential $1.94 Billion Deal
KKR and Apax are among private-equity firms eyeing Logoplaste, a Portuguese packaging maker. Bloomberg reports the company could be valued a
Gold Rebounds Nearly 2% as June CPI Drop Sends Dollar and Yields Lower
Gold rebounded sharply Tuesday after a bigger-than-expected drop in June inflation weakened the dollar and lowered bond yields. The move eas
Wall Street's AI Divide Deepens as Earnings Season Puts Promises to the Test
Bank of America's latest survey shows a record 82% of fund managers see AI as the most crowded trade, yet many still deny a bubble. As earni
Gold Surges 2.1% as June CPI Miss Fuels Dollar Slide, Rate Cut Bets
Spot gold climbed 2.1% to $4,083.99 after June's CPI surprised to the downside. The dollar slipped 0.6% as traders bet on fewer rate hikes,