1+ hour, 23+ min ago   (1309+ words) Most cost lines behave predictably enough that you can build a model around them and revisit it once a year. Medical inflation is not one of them. It sits flat for a stretch, long enough for people to stop watching…...

3+ week, 11+ hour ago   (489+ words) Investors are on the lookout for new stars and are actively rotating their portfolios. Moreover, there is a massive withdrawal of funds from chip manufacturers’ shares, which have replaced the ‘Magnificent Seven’. This has led to a 20% fall in the…...

1+ mon, 2+ week ago   (547+ words) Danske Research Team reports a sharp global equity selloff led by a more than 4% drop in tech, even as several defensive sectors finished higher. They stress that earnings momentum and valuations remain supportive, framing recent setbacks as positioning-driven corrections rather…...

2+ mon, 5+ day ago   (368+ words) "The Chinese yuan has performed well this year, both against the US dollar and the euro." "The US-China rate differential is an important driver of USD/CNY." "Since the Iran conflict began, US yields have moved higher, widening the yield…...

2+ mon, 2+ week ago   (1713+ words) Asia Market Update: Lower VOL in Asia as Nikkei tech again outperforms ahead of weekend uncertainty; Fed’s Warsh time arrives today. -Lower volatility in Asia equities and bonds, with markets green although tepid (HK +1.2%), with the exception being Japan where…...

2+ mon, 3+ week ago   (481+ words) "The US and China concluded the first day of talks with separate readouts. While the market is still awaiting a concrete trade agreement, the constructive tone from both sides suggests a gradual easing of trade tensions. Both countries are reported…...

2+ mon, 3+ week ago   (484+ words) Societe Generale strategists observe that USD/CNH has resumed its decline after repeated failures at the 50-DMA, which has capped rebounds since last year. The move is seen as stretched but still lacking signs of a meaningful rebound, with downside…...

2+ mon, 3+ week ago   (409+ words) The short‑term Elliott Wave view in Nikkei Futures (NKD) shows the cycle from the March 30, 2026 low unfolding as an impulse. This sequence is now approaching completion. From that low, wave ((i)) advanced to 61,000, followed by a corrective decline in…...

3+ mon, 3+ day ago   (204+ words) EUR/USD maintains range play around 1.1750 in early Europe on Thursday, stalling its pullback from the 1.1800 neighborhood. The pair remains at the mercy of the US Dollar dynamics amid optimism that the US and Iran will reach a peace deal....

3+ mon, 5+ day ago   (450+ words) UOB economists Julia Goh and Loke Siew Ting highlight that Philippine inflation has surged to a 37‑month high, forcing a sharp upward revision to the 2026 forecast. They now expect the central bank of the Philippines, Bangko Sentral ng Pilipinas (BSP)…...