10+ hour, 47+ min ago   (393+ words) Asian equity markets were mixed to weaker. Japan's Nikkei fell around 1% and South Korea's KOSPI declined around 2%, while mainland Chinese indexes traded more evenly, with the Shanghai Composite gaining 0.16%, the Shenzhen Component slipping 0.25%, and the ChiNext down 0.47%. Separately, Goldman Sachs…...

9+ hour, 47+ min ago   (285+ words) Bullish weekend for oil: CICC has lifted its Brent forecast on the view that Middle East supply losses are proving stickier than expected, while flagging that oil above $100 could finally start denting demand. China International Capital Corp has raised its…...

14+ hour, 39+ min ago   (287+ words) Musk is reaffirming an aggressive timeline to put Nvidia powered AI computers into orbit next year, a bet on space based compute that keeps both companies' fortunes increasingly intertwined. Elon Musk said he is highly confident that SpaceX will be…...

15+ hour, 59+ min ago   (589+ words) Eyes are not on the kwiwi $ right now: New Zealand's services sector notched its strongest reading since returning to growth, but with sentiment souring and half the sub-indices still in contraction, this looks like a fragile recovery rather than a…...

16+ hour, 20+ min ago   (359+ words) --- The week has opened with oil bid on unresolved Middle East risk and stocks on the back foot after OpenAI's IPO retreat added to AI sector caution. Oil gapped higher and equity index futures gapped lower as Globex opened for…...

17+ hour, 33+ min ago   (234+ words) Lagarde says the inflation shock from the Iran war has further to run, while separately warning that sky-high AI valuations could be due a correction. European Central Bank president Christine Lagarde said the current inflation shock facing the euro area…...

2+ day, 20+ hour ago   (195+ words) The market is already priced at 86% so they're late to the party on this one. Might as well also put out a forecast for Spain to win the 2026 FIFA World Cup. In any case, all that's at stake now is…...

3+ day, 20+ hour ago   (270+ words) The good news for Trump is that if he doesn't want the Federal Reserve to hike rates twice before year end, he has the tools to stop it. Today, we're seeing signs of a scramble to secure supplies with brent…...

3+ day, 10+ hour ago   (116+ words) Anthropic's research maps three AI futures, with extreme scenario threatening knowledge work and economic stability. Brent and WTI climb 13% weekly, hitting multi-month highs as Gulf tensions escalate, with WTI eyeing $119.48 retest. UK GDP beats forecasts with 0.4% July growth, but oil…...

3+ day, 13+ hour ago   (264+ words) Her prior comments linking Middle East-driven oil prices above $100 a barrel to inflation risk are the more market-relevant thread to watch for repetition, since any escalation in that language would sit alongside the broader energy-driven inflation story already playing out…...