Real-time financial, economic, and global news with market-focused context and analysis.
Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.
RBC Capital Markets warns that silver is poised to remain in a structural deficit for a consecutive eighth year, driven by strong investment demand and record-low inventories. The brokerage projects the market ended 2025 with a 242 million ounce shortfall and expects ongoing undersupply in 2026. While limited secondary supply and softer jewellery a…
Aryzta AG reported full-year 2025 results with organic sales up 1.5% and an EBITDA margin of 13.8%, marking a year-on-year decline in profitability amid higher input and personnel costs. The company forecast low to mid-single digit organic sales growth and higher EBITDA for 2026, and confirmed plans to repurchase its remaining hybrid bond when it m…
Rio Tinto has approved the restart of the $473 million Zulti South project, operated by Richards Bay Minerals, in South Africa's KwaZulu-Natal province. The project, paused six years ago amid community unrest, is central to extending Richards Bay Minerals' operations to 2050 as Zulti North's ore body declines. China Harbour Engineering Company has …
J. Safra Sarasin has completed the acquisition of a 70% stake in Denmark’s Saxo Bank for about 1.1 billion euro, a deal the Swiss private bank says highlights the growing need for wealth managers to scale technology as artificial intelligence reshapes client services and adviser roles. Executives and industry consultants say AI-driven tooling, hype…
The HCOB Eurozone Manufacturing PMI rose to 50.8 in February from 49.5 in January, its best reading since June 2020 and the first reading above the 50 growth threshold since August. The improvement was led by a sharp uplift in new orders and a rise in factory output, with Germany returning to growth and several other economies posting expansions. H…
Global markets moved sharply lower and commodity prices jumped after coordinated U.S. and Israeli air strikes on Iran sparked broader regional retaliation. U.S. equity futures fell heavily, oil surged on fears for the Strait of Hormuz and gold climbed as investors sought safety. Asian equities slid amid geopolitical tensions and renewed worries abo…
Global equities opened the week with heightened volatility after U.S. and Israeli strikes on Iran prompted a risk-off reaction. Energy and defense shares in Europe rallied sharply — with major oil companies up between about 3.5% and 7% by 08:52 GMT and defense names climbing across the board — while airlines and consumer-exposed sectors weakened. O…
Vår Energi is an income-oriented North Sea E&P that should benefit materially if oil remains elevated following recent geopolitical shocks. With oil up roughly 9% to $73 and analysts warning of $100/bbl scenarios amid Iran tensions, a long trade sized for income capture and capital appreciation makes sense. Enter at $14.50, stop at $12.00, target $…
Deutsche Bank upgraded Aixtron to Buy from Hold and lifted its price objective to EUR31 from EUR20 after the company completed an expectation reset with its fiscal 2025 results. The bank highlighted a strong Q4 order intake, management framing fiscal 2026 as a transition year, and an anticipated continuation of an optoelectronics laser upcycle into…
Big Yellow Group PLC said Chief Executive Officer Jim Gibson will retire on July 20, 2026, following the company’s Annual General Meeting. Shares fell 1.1% on the news. Chief Operating Officer John Hunter, who joined the group in April 2024 and joined the board in July 2025, will succeed Gibson as CEO.
Alphabet remains fundamentally strong — $3.77T market cap, $73.3B free cash flow, Google Cloud growing fast — but an emerging pattern of hyperscaler cooperation, shifting AI spend, and stretched multiples argue for a tactical short. I lay out a mid-term (45 trading days) trade with clear entry, stop and target and the catalysts and risks that matte…
The escalation of hostilities involving Iran, the United States and Israel has disrupted crude and liquefied natural gas flows to several Asian countries, with ships anchoring outside the Strait of Hormuz, tanker freight rates expected to rise and global oil prices jumping. Industry participants and analysts say the interruption underscores Asia's …
The Swiss National Bank (SNB) said it has raised its readiness to intervene in currency markets after the franc strengthened to its strongest level against the euro since 2015. The bank warned that a rapid, excessive appreciation of the franc threatens price stability and could push inflation into negative territory, potentially harming Swiss expor…
RBC Capital Markets says recent U.S.-Israel strikes on Iran and subsequent retaliation have not altered its year-ahead outlook for U.S. equities, but the firm’s lead U.S. equity strategist flagged five implications investors should monitor. The bank believes the market had largely priced in some geopolitical risk already, expects elevated uncertain…
Indonesia's equity benchmark closed lower on Monday, with the IDX Composite sliding 2.37% as losses concentrated in Infrastructure, Financials and Agriculture. Market breadth was negative, with declining issues far outnumbering advancers. Commodity and FX moves included sharp gains in crude and Brent oil and a stronger US dollar against the rupiah.
European equities fell sharply on March 2 as renewed military activity in the Middle East unsettled markets. The STOXX 600 dropped to its lowest level since mid-February, while energy and defence companies rose alongside a surge in oil prices and concerns that the conflict could expand. Travel, banking and insurance stocks were among the hardest hi…
U.S. and Israeli strikes on Iran have prompted analysts and former officials to warn that North Korean leader Kim Jong Un will interpret those actions as a cautionary example, potentially strengthening his resolve to expand nuclear forces. At the same time, a range of experts cited in Seoul say the strikes could create a tactical window for Pyongya…
UK equities opened lower and the British pound weakened to about $1.33 as rising geopolitical tensions tied to the Iran-US-Israel situation damped investor sentiment. The FTSE 100 and major European indices fell, while corporate updates from Smith+Nephew, Bunzl, Oxford Nanopore and BYG delivered a mix of beats, in-line results and cautious guidance…
Large-scale demonstrations against the U.S.-Israeli bombing campaign in Iran turned deadly in Pakistan, where security forces and consulate guards fired on crowds, killing at least 23 people. Clashes also occurred in Iraq near the Green Zone. Meanwhile, Iranian exiles in several Western capitals held celebratory gatherings.
European equities tumbled Monday following weekend military action by the United States and Israel against Iran and Iran's retaliatory strikes, while oil prices spiked on disruptions around the Strait of Hormuz. Major continental indices opened markedly lower, corporate results offered mixed signals, and economic data from Germany and the U.K. adde…
On March 2, Amazon Web Services reported power and connectivity problems affecting data center zones in the United Arab Emirates and Bahrain. The company said one UAE zone suffered damage after "objects" struck a data center, producing sparks and fire and prompting a power shutdown. Two UAE zones and one zone in Bahrain were impacted; AWS asked cus…
U.S. equity futures fell sharply as renewed military strikes across the Middle East and statements from political leaders stoked fears of a widening conflict. Oil prices rose while gold and government bonds rallied, pushing the U.S. 10-year Treasury yield to an 11-month low. The market reaction arrives ahead of a busy U.S. data calendar that includ…
JPMorgan has reduced its 2026 non-oil growth forecast for Gulf Cooperation Council economies following a weekend escalation in the Iran conflict, cutting the bloc-wide estimate by 0.3 percentage points and making larger downgrades for Bahrain and the UAE. The bank also revised its expectations for monetary policy in Turkey and Israel, shifting its …
Greenland’s participation in Denmark’s March 24 parliamentary election will indicate how islanders feel about independence versus continued ties with Denmark. The vote pits a pragmatic, long-term independence approach favored by the governing coalition against Naleraq’s push for immediate separation, while tensions over past Danish conduct and rece…
Bank of America reports that commodity trading advisors (CTAs) and other systematic trend-following strategies remain in extended long positions across global equities, buoyed by strength in Japan and Europe even as U.S. stocks act as a drag. The bank highlights elevated, volatility-sensitive positioning across CTAs, risk parity and volatility-cont…
