When Federal Reserve Chair Jerome Powell signaled the possibility of two summer rate cuts at the May 2025 press briefing, traders wasted no time. Futures priced in a 50 bp easing by August, the dollar weakened, and the S&P 500…
Following Nvidia and AMD’s blowout earnings, the AI chip rally has sent tech stocks to fresh highs. Investors now ask: what’s next for semiconductor suppliers? AI Chip Rally Propelled by Blockbuster Earnings Nvidia reported Q2 revenue of $39.3 billion, up…
MSCI’s recent rebalance impact arrives on May 15, 2025, with Saudi Aramco’s inclusion. Aramco now joins the MSCI World Index. This marks the first time Aramco appears in a major global benchmark. Funds will adjust their energy exposures before the…
KBW Bank Index: After regional bank stress spiked, the KBW Bank Index has faltered, consequently signaling caution for financial-sector exposure. 1. Regional Bank Stress Spike First, heightened concerns over small- and mid-sized lender balance sheets sent shockwaves through credit markets.…
While gene-therapy approvals advance, the MSCI World Health Care Index is rallying. Therefore, investors are reassessing healthcare index performance and long-term growth prospects in the sector. 1. Gene-Therapy Approvals Drive Sector Optimism First, breakthrough FDA and EMA approvals for next-generation…
AI tech rally: Following Nvidia’s blowout Q4 2025 earnings—revenue of $39.3 billion, up 78% year-over-year—Nasdaq-100 Technology surged to a fresh all-time high, climbing 4% on May 12, 2025, as Nvidia shares jumped 5.6% to $129.93 MaliyyatBarron’s Business Insider. Consequently, the…