𝗪𝗲𝗲𝗸 𝗮𝗵𝗲𝗮𝗱 | 𝗛𝗼𝘁 𝗷𝗼𝗯𝘀, 𝗰𝗼𝗹𝗱 𝘁𝗲𝗰𝗵, 𝗯𝗶𝗴 𝗖𝗣𝗜
08 Jun – 12 Jun
The AI trade finally got tested. Broadcom's outlook landed soft and a hot May jobs report on Friday torched rate-cut hopes, so US megacap tech took the hit while Japan, banks and gold held their ground. The story... Mehr anzeigen Übersetzen
𝗠𝗼𝗻𝗲𝘆𝟮𝟬/𝟮𝟬 𝗘𝘂𝗿𝗼𝗽𝗲 | 𝗟𝗶𝘃𝗲 𝗳𝗿𝗼𝗺 𝗔𝗺𝘀𝘁𝗲𝗿𝗱𝗮𝗺
450+ speakers. Six stages. Three days. Europe's biggest fintech gathering is underway at the RAI and the conversations this year feel different. Less hype, more urgency.
I'm here speaking on digital and fraud, as a guest... Mehr anzeigen Übersetzen
𝗪𝗲𝗲𝗸 𝗮𝗵𝗲𝗮𝗱 | Software prints, then payrolls
01 Jun – 05 Jun
Last week was a risk-on melt-up. US-Iran de-escalation pulled the geopolitical premium back out of oil and stocks, tech led, Asia ripped, and Goldman lifted its S&P 500 target to 8,000 on earnings strength. Breadth was real, not... Mehr anzeigen Übersetzen
𝗠𝗶𝗱𝗱𝗮𝘆 𝗯𝗿𝗶𝗲𝗳 | 𝗙𝗿𝗶 𝟮𝟵 𝗠𝗮𝘆
Asia closed sharply higher. Nikkei +2.53%, KOSPI +3.55%, ASX +1.62%, Hang Seng +0.70%. Shanghai was the outlier at -0.73% as mainland sentiment diverged from the regional risk-on mood.
Europe is green. STOXX 600 +0.60%, CAC +0.85%, FTSE +0.28%, DAX +0.22%.... Mehr anzeigen Übersetzen
𝗠𝗶𝗱𝗱𝗮𝘆 𝗯𝗿𝗶𝗲𝗳 | 𝗪𝗲𝗱 𝟮𝟳 𝗠𝗮𝘆
Asia mixed. KOSPI +2.25%, ASX +0.69%, Nikkei flat, Hang Seng -1.06%, Shanghai -1.25%. China drag offset by a Korean tech bid.
Europe firm. STOXX 600 +0.44%, DAX +0.61%, CAC +0.85%, FTSE +0.22%. Risk-on tone as oil collapses.
𝟯 𝘀𝘁𝗼𝗿𝗶𝗲𝘀 𝘁𝗵𝗮𝘁... Mehr anzeigen Übersetzen
𝗠𝗶𝗱𝗱𝗮𝘆 𝗯𝗿𝗶𝗲𝗳 | 𝗧𝘂𝗲𝘀𝗱𝗮𝘆 𝟮𝟲 𝗠𝗮𝘆
Asia mixed. KOSPI +2.5% the standout, Hang Seng -0.0%, Shanghai -0.2%, Nikkei -0.3%, ASX -0.4%.
Europe split. STOXX 600 +0.8%, Euro Stoxx 50 +1.2%, FTSE +0.7%, but DAX -0.5% and CAC -0.9% as energy names drag the cyclical-heavy benchmarks.
𝟯 𝘀𝘁𝗼𝗿𝗶𝗲𝘀... Mehr anzeigen Übersetzen
𝗠𝗮𝗿𝗸𝗲𝘁 𝗣𝘂𝗹𝘀𝗲 — 𝗠𝗮𝘆 𝟮𝟱
𝗔𝘀𝗶𝗮 𝗖𝗹𝗼𝘀𝗲
Risk-on across the board. Nikkei surged +2.68% to a record 63,339; SoftBank alone +11.9% on the Nvidia AI tailwind. Hang Seng +0.86%, Shanghai +0.87%. Australia's ASX up modestly (+0.40%) but coal miners exploded higher (+5-9%) after a fatal... Mehr anzeigen Übersetzen
𝗪𝗲𝗲𝗸 𝗮𝗵𝗲𝗮𝗱 | Three sessions, one PCE, breadth on trial
25 May – 29 May
NVIDIA's beat earned a nod, not a parade, and last week the rally moved to Europe rather than chasing AI again. Now we get a holiday-shortened US week with only three full sessions and core PCE landing Thursday morning.... Mehr anzeigen Übersetzen
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