A weaker yen, record corporate buybacks, and firm overseas demand have combined to send the Nikkei 225 through the psychologically important 40 000 mark for the first time ever. The surge, dubbed the Nikkei 225 export boom, has revived global…
A surprise U-turn in official UK GDP forecasts has triggered the FTSE 250 GDP rally—a six-session climb of 6.4 % that pushed Britain’s mid-cap benchmark to its highest level since late 2021. After the Office for Budget Responsibility (OBR) lifted…
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.…