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Market Navigator: US payrolls, China CPI, SpaceX earnings – week of 3 Aug 2026
Fed, BoE, BoJ hold rates. Apple, Meta, Microsoft earnings diverge. HSI rallies as Nikkei 225...
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US mega-caps lose $658bn as market rotates towards broader gains
US mega-caps shed $658 billion in July as earnings expose AI winners and losers, while improving market breadth...
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Meta Q2 2026 earnings preview: can AI ads pay off?
The ad machine is beating estimates before it even reports – the real question is whether Meta’s AI spending habit is about to...
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Amazon Q2 2026 earnings preview: AWS and AI spending take centre stage
Amazon reports second-quarter results on 31 July. AWS growth, AI capital spending and margins will decide...
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Market Navigator: Fed decision, four Mag 7 reports – week of 27 Jul 2026
The Fed’s rate decision headlines a week of central bank meetings and Big Tech earnings, as markets...
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Apple Q3 2026 earnings preview: what to expect from iPhone 17 and AI
As Apple’s share price hovers near record highs, its upcoming Q3 2026 results will test whether iPhone 17...
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Microsoft Corp Q4 2026 earnings preview
As Microsoft heads into its Q4 2026 earnings report, the market’s focus has shifted from revenue beats to whether the company’s AI...
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Market Navigator: Fed hike bets ease as Dow hits records – week of 6 Jul 2026
US payrolls missed forecasts, Fed Chair Warsh defended the 2% target, and Wall Street hit record...
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Market Navigator: Job data and ECB forum to shape rate path – week of 29 Jun 2026
US tech stocks slid on half-year rebalancing as gold tested $4,000; now all eyes turn to US...
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After stellar Q2 gains, US equities may face a tougher road in Q3
US equities are entering the third quarter with momentum fading, as tighter monetary policy, geopolitical risks...
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Market Navigator: Peace deal and US PCE in focus – week of 22 Jun 2026
Strait tensions, a hawkish Fed and China data miss drove markets last week. Australia CPI, US PCE and...
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Market Navigator: ECB decision, big tech earnings – week of 20 Jul 2026
Cooling US CPI eased Fed hike bets but the Nasdaq 100 sold off. ECB decision and US earnings season...
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Can Strategy’s balance sheet progress offset its Q2 earnings risk?
Strategy’s valuation premium has vanished and its key accretion metrics are slowing. Here’s what Q2 results...
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Tencent Q1 2026 earnings preview: AI costs, gaming and ad revenue outlook
Tencent reports Q1 2026 results on 13 May, with advertising revenue growth and AI spending in focus...
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Market Navigator: Oil surges on Iran, US CPI eyed – week of 13 Jul 2026
Oil jumped as US-Iran tensions flared, while Meta and Nvidia lifted the Nasdaq 100. US CPI, China GDP and...