Today's Editorial
Still Not Enough
A year defined by extraordinary enthusiasm for artificial intelligence is now ending with doubt, forcing traders to wonder if the future has been overpriced. Tech companies have spent two years...
November 21, 2025 at 07:14 pm IST
The heroes are tired
Yesterday, investors initially clung to the strong figures posted by Nvidia Corporation, yet the momentum faltered. Equities markets remain immersed in uncertainty and risk assets have taken another...
November 21, 2025 at 12:40 pm IST
Tech Soars, Labour Slows
America's economy is offering investors a curious split-screen moment: a labour market that is cooling and a technology sector that refuses to get the memo. September's jobs report hints at a gentler...
November 20, 2025 at 07:34 pm IST
Nvidia delivers, hopes of rate cuts recede
The company that serves as the barometer, pulse, electroencephalogram and psychotropic of the markets has fulfilled its mission. Nvidia delivered results bordering on the obscene last night, providing...
November 20, 2025 at 12:56 pm IST
The AI Trade's Moment of Truth
For much of this year, investors have treated artificial intelligence as a kind of all-purpose upgrade: something that could smooth over worries, simplify business stories and make almost any company,...
November 19, 2025 at 07:35 pm IST
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
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