Stock market update

If accurate, an easing of swap financing costs would mark a meaningful shift in risk appetite toward SK Hynix specifi ...

UBS’s framing suggests the path of least resistance for equities remains higher into year-end, provided the cur ...

The Treasury’s decision to more than double its long-dated bond buybacks is the standout policy move of the wee ...

A loosening of Beijing’s own restrictions on Nvidia’s H200 chips, even at a small scale, signals that Chi ...

Asian equites are opening weaker following the continued fall on Wall Street and the ongoping stalemate over Hormuz.& ...

The scale of bullishness in BofA’s August survey points to a market where positioning, rather than valuation or ...

The VIX sitting at its lowest level of the year points to a market pricing very little event risk into the next sever ...

The scale of off-balance-sheet AI commitments adds a layer of hidden leverage that traditional valuation metrics may ...

Franklin Templeton’s note lands as a risk-on counterweight to the more cautious Fed and inflation narratives do ...

UBS is telling clients that despite the risk of bouts of volatility as Fed policy expectations shift with each data p ...

The read-through from Wall Street’s chip strength is landing forcefully across Asia, with Japan’s Topix e ...

The scale and speed of these refunds matters more for the earnings-quality debate than for the broader macro picture: ...