The Kospi move looks like a coherent, chip-led story: exporter dollar selling supporting the won, foreign inflows into equities, and a genuine global AI demand ...

The rally reflects a broadly risk-on tone across Asian equities, with chip-linked names in Tokyo and Seoul benefiting most directly from renewed AI demand optim...

Williams carries particular weight here given his role as a permanent FOMC voter and the New York Fed's closer proximity to market plumbing, so his framing of t...

The scale of the selloff across both Japan and South Korea points to a market treating the latest US Iran escalation as a genuine regime shift rather than a pas...

Mizuho's note points to a technical breakdown with real teeth, since momentum baskets slipping below the lows set during July's Situational Awareness unwind (Mi...

S&P 500 Futures Outlook: Broken Bear Flag Puts the 7,600 Zone Back in FocusS&P 500 futures have broken below an upward-sloping consolidation and rejecte...

The scale and packaging here look consistent with coordinated state support for equity sentiment rather than an isolated corporate finance trend. SASAC administ...

Solomon's comments on the term Treasury premium are the most market relevant detail here, framing the recent rise as a longer-term trend driven by fiscal spendi...

Key takeaways from Q3 earnings after Nvidia and MarvellNvidia delivered a genuine bullish shock: Its stock gained approximately 8.7%, compared with an expected ...

The combination of renewed US-Iran fighting and firmer expectations for a US rate hike is hitting Asian equities on two fronts at once, with geopolitical risk p...

UBS is using the recent tech drawdown to reinforce its bullish AI thesis rather than retreat from it, framing the sell-off as a valuation reset rather than a de...

The gains across both Japanese and Korean equities reflect a broadly risk-on tone heading into what is genuinely one of the more consequential 24 hour stretches...