Today's Editorial
A Market Session on a Knife-Edge?
Three key events are set to collide today: US employment figures, the release of the minutes from the latest Fed meeting, and Nvidia's quarterly results - though the latter will only come after the US...
November 19, 2025 at 12:52 pm IST
Traders Strap In, Again
America's stock market is getting more and more volatile. The AI dream machine is sputtering, the Fed has misplaced its magic wand, and even the tech titans look like they've misplaced their capes....
November 18, 2025 at 07:18 pm IST
Market Cracks Emerge
The slump in risky assets is turning into something more unpleasant on the stock market. The plunge in bitcoin and the collapse of more fragile cryptocurrencies show that investors' appetite for risk...
November 18, 2025 at 12:38 pm IST
Data Drought Breaks and Markets Brace for the Flood
After six weeks of government silence, America's statistical machinery is humming back to life. The country has just emerged from its longest-ever government shutdown, a political achievement only in...
November 17, 2025 at 07:25 pm IST
The stock market is counting on Nvidia to pull it out of the doldrums
We have entered one of those somewhat peculiar phases in the stock market, during which investors are thrown off balance by the accumulation of contradictory signals. Really thrown off balance, I...
November 17, 2025 at 12:48 pm IST
Uncertainty Spreads Faster Than Data
Investors accept volatility as part of the landscape, though the recent bout is beginning to test their patience. Signals from the Federal Reserve turned muddled this week, turning December's...
November 14, 2025 at 07:12 pm IST
Wall Street misses another step
The rumblings that the Fed will not cut interest rates in December are growing louder on Wall Street… This comes on top of an AI-driven economic supercycle that is faltering somewhat. It's a lot for...
November 14, 2025 at 12:39 pm IST
Rotation in a Foggy Market
Washington may have booted the government back online, but only on a trial basis, leaving the country's finances running on borrowed time. Markets, hungry for clarity, now have to navigate a data...
November 13, 2025 at 07:25 pm IST
Will boring stocks get their revenge on the stock market?
Records, records, records. Stock indices continue to climb, galvanised by the end of the budget deadlock in the United States. But the technology engine is experiencing a few hiccups, as the Nasdaq...
November 13, 2025 at 12:39 pm IST
Washington's Drama Winds Down (For Now)
After 42 days of bureaucratic paralysis, America's government looks set to reopen. The pending compromise to end the shutdown has cheered investors, who appear relieved that food inspections and...
November 12, 2025 at 06:27 pm IST
New flood of stock market records
The Dow Jones, the Footsie, the TOPIX, the KOSPI, the STOXX Europe 600… Stock market indices continue to wander into uncharted territory despite doubts about the strength of the materials that make...
November 12, 2025 at 12:42 pm IST
Markets Seek Direction
Today's session, like yesterday's, is marked by the end of a record-breaking budgetary deadlock in the United States. Wall Street weathered the latest political drama of over 40 days relatively well....
November 11, 2025 at 07:37 pm IST
Wall Street already relegates the shutdown to the past
Today's session, like yesterday's, is marked by the end of a record-breaking budgetary deadlock in the United States. Wall Street, which weathered the latest political drama of over 40 days relatively...
November 11, 2025 at 12:48 pm IST
Shutdowns and Showdowns
America's federal government is inching toward functionality again: a modest ambition, but one markets are happy to cheer. After weeks of legislative brinkmanship, senators have advanced a measure...
November 10, 2025 at 07:44 pm IST
The end of the shutdown cures AI blues
With the bullish momentum of artificial intelligence somewhat dented at the moment and doubts emerging about the trajectory of key interest rates in the United States, equity markets may have found...
November 10, 2025 at 12:35 pm IST
America's markets lose their nerve
There are few things more delicate than market optimism. It can soar on the promise of artificial intelligence and crumble at the sight of a spreadsheet. This week, it has done both. U.S. markets,...
November 07, 2025 at 07:25 pm IST
One step forward, two steps back
In three sessions, US technology stocks lost around 2% twice, with a small rebound in between. Investors have lost some of their enthusiasm for artificial intelligence stocks as they wonder who will...
November 07, 2025 at 12:40 pm IST
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