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The Profit Bubble Test

The Profit Bubble Test

The calendar says summer has begun. The first full week of July opens with stocks sitting in an unusually comfortable place. European equities have just touched fresh highs, while U.S. indexes are...
Zonebourse July 06, 2026 at 06:40 pm IST
Markets pack their bags near the peaks

Markets pack their bags near the peaks

The summer getaway season is upon us, and it begins with equity indices at record highs in Europe and close to their peaks in the United States. The week is likely to be quiet, with investors already...
Zonebourse July 06, 2026 at 11:41 am IST
July Opens With a Very Fed-Shaped Cloud

July Opens With a Very Fed-Shaped Cloud

After the strongest quarter for U.S. stocks in six years, investors are entering July with a familiar problem: the good news may have become a little too good. The S&P 500 rose 9.1% in the first half,...
Zonebourse July 01, 2026 at 06:28 pm IST
Markets learn to live with anything

Markets learn to live with anything

There has been no shortage of superlatives for the stock market in the first half of 2026. Records have fallen across the board, from new index highs to runs not seen for a month, a quarter, a year,...
Zonebourse July 01, 2026 at 11:42 am IST
Donald Trump and SpaceX Fuel Rally Across European Markets

Donald Trump and SpaceX Fuel Rally Across European Markets

European stock markets are showing clear signs of enthusiasm this Friday, driven by renewed hopes of a Middle East agreement following optimistic remarks from Donald Trump, as well as the prospect of...
Zonebourse June 12, 2026 at 02:30 pm IST
Market Odds and Ends:  Wall Street vs. the Rest of the World

Market Odds and Ends: Wall Street vs. the Rest of the World

Fifteen years of American outperformance is a long enough streak to turn a bet into a certainty. Buying American has paid off so handsomely that the rest of the developed world has nearly disappeared...
Zonebourse June 11, 2026 at 04:42 pm IST