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27 May 2026
As Micron Technology and SK Hynix join the trillion-dollar club, Samsung is sharing the wealth - striking a deal to pay some memory chip workers bonuses of over $400,000. But as long-term U.S. borrowing costs climb, analysts warn that rising bond yields could start to weigh on equity markets.
17 May 2026
Nvidia’s earnings this week are expected to confirm the AI boom's momentum, but questions linger over whether hyperscalers can sustain their massive capital spending.
Meanwhile, U.S. mortgage rates near 6.5% and 30-year Treasury yields topping 5% for the first time since 2007 are raising alarms that the rates market is flashing warnings the stock markets appear to be ignoring.
15 May 2026
U.S. President Donald Trump flies home from Beijing after a two-day summit that delivered scant details on trade and no breakthrough on the Strait of Hormuz.
Fed chair Jerome Powell's eight-year tenure ends today as Kevin Warsh inherits a divided committee.
And UK Prime Minister Keir Starmer faces a mounting leadership challenge as Manchester Mayor Andy Burnham moves closer to a leadership run.
12 May 2026
The cost of long-term UK government borrowing reached its highest since May 1998. Economist Hetal Mehta told Reuters markets are nervous that any alternative leader will seek to borrow more, and that would likely push the cost of the debt up further.
11 May 2026
Chinese stocks hit 11-year highs and the yuan reaches a three-year peak against the dollar ahead of a Trump-Xi summit later this week, with above-forecast export growth and China's highest producer price inflation in more than three years potentially strengthening Beijing's hand at the table.
Oil climbs back above $104 a barrel after Trump called Iran's response to U.S. peace proposals "totally unacceptable." Today’s recommended read: https://www.reuters.com/commentary/ho...
9 May 2026
Amanda Cooper and Peter Devlin discuss the week that was, including Reuters revelation that a total of $7 billion oil price bets ahead the Iran war news.
Hear how US jobs numbers beat expectations beat for a second straight month and what another court ruling on tariffs could mean to the global economy.
7 May 2026
Oil falls and stocks hit another record high after the Trump administration suspends "Project Freedom," citing progress in Iran negotiations. AMD surges 16% and Samsung jumps more than 10% on roaring chip demand tied to the AI build-out. And long-dated government bond yields climb to multi-decade highs in the U.S. and UK. Today’s recommended read: https://www.reuters.com/markets/us/us...
5 May 2026
Oil holds above $110 a barrel as fighting in the Gulf intensifies, with Iranian forces striking a UAE oil installation and small boats exchanging fire with U.S. forces near the Strait of Hormuz. Meanwhile, a sharp upgrade to U.S. earnings forecasts and soaring AI spending projections keep equity investors from heading for the exits.
4 May 2026
Iran's military warned US forces not to enter the Strait of Hormuz after President Donald Trump said the US would start helping to free ships stranded in the Gulf by the US-Israeli war on Iran.
#Iranwar #middleeast #usa #straitofhormuz #war #News #Reuters #Newsfeed
3 May 2026
Kevin Warsh steps into the Fed chair role this week with three regional Fed presidents calling for the removal of any easing bias and Jerome Powell staying on the board until 2028 — leaving no immediate new vacancy for the White House to fill.
Plus, Friday's payrolls report will be the week's key test of whether the employment side of the economy remains as resilient as it has been since the Iran conflict began.
30 April 2026
Ukraine is rolling out a new line of defense to protect businesses and critical infrastructure from hundreds of Russian drones darkening its skies night after night: private air defense companies.
#News #Reuters #Newsfeed #ukraine #russia #ukrainewar #russiaukrainewar #europe #defence #defense
30 April 2026
Federal Reserve Chair Jerome Powell’s last act: holding rates and a pledge to stick around as a governor.
The Pentagon puts a $25 billion price tag on the Iran war so far. The U.S. Supreme Court guts a key provision of the Voting Rights Act, in a move that could reshape voting across the South. And for the average price of a car in the U.S., you could buy five brand new Chinese EVs.
There's something in here for both the AI boosters and the sceptics, Russ Mould of AJ Bell told Reuters #News #Reuters #Newsfeed #MarketNews #TechStocks #ArtificialIntelligence #AIBoom #BigTech #ai
29 April 2026
OPEC loses its fourth-biggest producer. Jerome Powell prepares to chair what is almost certainly his final Federal Reserve policy meeting with inflation ticking back up.
And a quiet Wall Street Journal report about OpenAI missing targets is rattling the entire AI trade - right before Amazon, Apple, Microsoft, and Meta report after the bell.
28 April 2026
The ECB and the Bank of England are both expected to hold rates steady this week, despite the energy crisis. Michael Browne of Franklin Templeton told Reuters they shouldn't wait to hike, given the size of the inflation shock that is coming.
#News #Reuters #Newsfeed #marketstalk #ecb #europeancentralbank #bankofengland #energycrisis #inflation
Read the story here: https://reut.rs/4vWjsRs
24 April 2026
Rising fossil fuel prices since the Iran war are driving up polyester costs in India and Bangladesh, impacting suppliers and threatening higher prices for fast-fashion retailers like Zara and H&M. #News #Reuters #Newsfeed #iranwar #iran #middleeast #middleeastcrisis #india #bangladesh #textile #fastfashion #consumer #retail #business #businessnews Read the story here: https://reut.rs/494AvXy
AI-Powered Stock Picking danelfin - smart investing made easy Started streaming on 18 Dec 2024 #yahoofinance #inflation #stocks #yahoofi...
