Has the hype around SpaceX faded?
SpaceX started the week falling almost 20% below $150. Many attribute this to a $20 billion debt offering by the company to…
2 min readMarket News – Page 5 – Your Gateway to Global Brokers
Trump: I agreed to allow the Hormuz Strait to remain OPEN, with no further Naval Blockade
Trump on Truth Social:"Despite their protestations and false statements to the contrary, coupled with the drumbeat of the Fake News, which is…
2 min readAI, fiscal spending and credit growth to drive markets higher, UBS says
The $820 billion AI capex forecast for 2026, rising to roughly $990 billion in 2027, is the single most consequential number for…
5 min readStandard Chartered sees gold at $5,100 and S&P at 7,950 by mid-2027
The $5,100 gold target is the most striking single number in the outlook and, set against a mid-2027 timeframe, implies meaningful further…
4 min readAustralian business activity steadies in June but new orders keep falling, S&P Global says
The near-stabilisation of the composite at 49.8 is unlikely to shift RBA expectations materially on its own, but the confidence reading is…
4 min readLiquidity squeeze, not rate hikes, is the near-term threat to stocks, says Morgan Stanley
Wilson's liquidity warning is the most actionable element for traders: with the Reserve Management Program down roughly 75% from its peak and…
4 min readDanske Bank sees Brent at $80 this year, rules out return to pre-war lows
Danske's floor call is the most market-relevant element here: by explicitly ruling out a return to the $60-$70 pre-war range, the bank…
3 min readinvestingLive European session wrap: Markets watching US-Iran progress; Starmer resigns
Headlines:We have made a lot of good progress on Iran talks, says VanceIran ramps up crude oil exports via Strait of Hormuz…
2 min readWe have made a lot of good progress on Iran talks, says Vance
The strait is openWe have set up a mechanism for keeping the Strait of Hormuz openWe want to make sure to have…
2 min readLong semiconductors is the most crowded trade on record; Spain favoured to win World Cup
Investors remain optimistic about global economic outlookInflation concerns easeBiggest tail risks are second-wave inflation, AI bubble and disorderly rise in bond yieldsExpectations…
3 min read