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Investments can go down as well as up. All of your capital is at risk. Sophisticated investing starts with Tradu, a multi-asset platform designed to help you access global markets with ease. Move seamlessly between assets, explore opportunities, and build your portfolio with confidence.

20/07/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Tesla heads into Q2 earnings with momentum from a 25% y/y jump in deliveries, which can help sustain its revenue growth. Still, it continues to face stiff EV competition, while higher costs can drag on profits. The stock remains anchored on the AI and robotaxi narrative, which markets will scrutinise. Progress is being made with expansion into more regions and the start of Cybercab production, but it is slow and regulatory hurdles loom.

2. Both companies are expected to post strong results on the back of AI proliferation. Google sees a historic uplift in its data centre business thanks to massive investments, while Intel benefits from the physical AI buildout, which increases demand for its CPUs. However, stretched valuations and high expectations leave room for disappointment, while macro-geopolitical uncertainty and rising costs create headwinds. Markets will also be watching for Google’s capex target update, as hyperscaler spending drives the chip industry.

3. The ECB could opt for a hold after its June pivot to rate hikes, as oil prices and inflation have cooled recently. This gives policymakers breathing room to assess their next steps and stay on a cautious path that won’t endanger a frail economy. However, a fresh Middle East flare-up sustains inflationary risks that keep the ECB under pressure for tightening. Either way, the ECB is unlikely to commit to future moves or break from its data-dependent approach.

4. Inflation could cool as energy prices have come down following the US-Iran MoU. A soft print can help the Bank of England stay on hold as it weighs price pressures against growth risks. However, inflation remains well above target and any cooling may prove short-lived. Oil is rising again after fresh Middle East hostilities that are disrupting flows, keeping the door open to BoE rate hikes.

Investments can go down as well as up. All of your capital is at risk.

17/07/2026

Let’s look back at some of the biggest stories from this week.

1. These structural pillars of the global semiconductor supply chain posted robust Q2 earnings and guidance, pointing to unrelenting momentum behind the AI infrastructure buildout. TSMC net profits accelerated by 77.4% y/y, thanks to pricier cutting-edge AI chips, and raised its 2026 capex target as it tries to meet demand. ASML maintained its growth momentum and raised its full-year sales and margin outlook. Yet persistent geopolitical friction, export curbs and supply chain vulnerabilities continue to cast a shadow.

2. The biggest US banks delivered mostly strong results, lifted mainly by investment banking and trading. Increased M&A and IPO activity drove higher fees, while Middle East-fuelled market volatility led to strong hauls for their trading desks. However, these major lenders also highlighted risks, including inflation, higher-for-longer rates, macro-geopolitical uncertainty, global deficits and other headwinds.

3. The Bank of Korea raised interest rates for the first time in over three years and signalled further tightening ahead. Key drivers include surging inflation from the Middle East conflict and the AI boom, which is exacerbating price pressures while fuelling economic growth. A weak won and financial stability risks add to the tightening incentives. Still, aggressive hikes could weigh on uneven growth, while insolvency and delinquency rates may climb if policy becomes too restrictive. Lingering energy shocks could also hurt the economy, supporting a more cautious approach.

4. China’s GDP expanded by 4.3% y/y in the second quarter, marking its slowest pace in over three years and falling short of Beijing’s annual target of 4.5%-5%. While high-tech sectors and exports continue to power ahead, domestic weakness - anchored by the property slump and sluggish consumption - is creating an uneven recovery. This underperformance highlights structural pressures and could increase the urgency for Beijing to roll out more aggressive fiscal and monetary stimulus.

Investments can go down as well as up. All of your capital is at risk.

13/07/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Earnings from ASML and TSMC - two crucial checkpoints of the global chip supply chain - are closely monitored for signals around the viability of the AI boom. Both are expected to maintain solid growth momentum as AI demand outpaces supply and hyperscalers keep raising their capex to build the necessary infrastructure. However, the pace could slow amid rising input costs, tech trade restrictions, risks to AI proliferation and macro-geopolitical headwinds.

2. JPM is seen delivering another solid quarter amid rising M&A and IPO activity, driving investment fees higher alongside solid trading performance amid market volatility. However, banks face a complex environment that can weigh on top and bottom lines. Lingering geopolitical tensions, macro uncertainty, ballooning household debt, elevated delinquencies and plateauing net interest income remain key headwinds.

3. CPI update could show cooling price pressures as oil prices have come down from their post-war peak, which could buy the Fed more time. However, renewed hostilities sustain inflationary risks and half of Fed officials expect higher rates this year according to the June dot plot. Against this uncertain backdrop the tight-lipped new Fed Chair testifies to Congress, with markets looking for more insights into his policy intentions.

4. The central bank of South Korea has made a hawkish shift, pointing to monetary tightening ahead, with two dissenters voting in favour of a hike at the last meeting. Inflation is surging, reaching its highest level in over two years in June, with home prices also on the rise. A weak won gives additional reason for rate hikes, as the economy is supported by booming semiconductor exports on the back of the AI buildout. However, officials may want to wait amid elevated uncertainty, uneven growth and declining oil prices.

Investments can go down as well as up. All of your capital is at risk.

06/07/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Delta reports earnings as the industry continues to face challenges from the Middle East conflict, which has raised fuel costs and pushed inflation higher, pressuring consumers. This weighs on profitability and is expected to push y/y earnings lower. However, oil prices have pulled back, giving airlines an opportunity to rebuild margins. Furthermore, capacity trimming alongside a premiumisation and loyalty strategy give Delta pricing power that can lead to another strong quarter with double-digit revenue growth.

2. The central bank of New Zealand has laid the groundwork for a pivot to rate hikes after a prolonged easing cycle, with the last meeting maintaining a pause only by the governor’s tie-breaking vote. However, the time for a policy shift may not have arrived yet. Oil prices have dropped substantially following the US-Iran MoU, which can offer breathing space to wait and see against a frail economy and rising unemployment.

3. Markets will look for insights into the Fed’s intentions in the accounts of the first meeting under Warsh, at a pivotal moment for monetary policy. Markets expect a rate hike and the updated projections point to such an outcome amid rising inflation, but also to a divided Fed. The new Chair adopted a hawkish tone, pledging to restore price stability, but did not participate in the dot plot and refrained from offering forward guidance as he seeks to provide less communication.

4. China’s CPI and PPI update eyed amid a divergence pointing to a cost-push environment. Factory gate prices have been rising in recent months, largely due to higher input costs from the Middle East conflict, but consumer prices have been roughly steady amid continued weakness in domestic consumption. The gap means consumer-facing companies will struggle to pass higher costs on to consumers, which can pressure margins and complicate reflation efforts.

Investments can go down as well as up. All of your capital is at risk.

05/06/2026

Let’s look back at some of the biggest stories from this week.

1. Broadcom delivered strong earnings as AI chip demand continued to accelerate, driven by major data centre investment and demand for custom chips and networking solutions. Despite strong growth and a positive outlook, shares slipped as investors expected even more, highlighting how high the bar has become for AI leaders.

2. Alphabet is raising $80 billion in equity sales to support its massive AI expansion as spending on data centres, chips, and infrastructure accelerates. Despite strong cash generation, the move highlights the rising cost of competing in AI, where success increasingly depends not only on innovation but also the financial strength to build the technology behind it.

3. Marvell Technology surged after Jensen Huang highlighted its importance in the AI infrastructure boom. As data centres expand, Marvell’s networking and optical technology are becoming essential for moving massive amounts of data efficiently. Its partnership with Nvidia reinforces its role in the growing ecosystem powering the AI revolution.

4. SpaceX is preparing for a potentially historic initial public offering, highlighting strong investor demand for companies linked to space, AI, and next-generation infrastructure. The listing could place Elon Musk’s company among the world’s most valuable businesses, but its massive valuation also raises expectations to turn technological leadership into lasting financial return.

Investments can go down as well as up. All of your capital is at risk.

01/06/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Broadcom solidifies its position as an indispensable player in the AI boom by co-designing custom accelerators, anchored by flagship partnerships with Google, Meta and other tech giants. These hyperscalers are ramping up spending and increasingly depend on custom silicon to power their AI needs. Broadcom reaps the rewards, expecting 47% y/y revenue growth in Q2 FY26. Still, challenges loom as the chip industry faces supply chain risks and surging energy prices amid a tough macro environment..

2. After a strong quarter, CrowdStrike expects to maintain solid momentum on both revenues and profits in Q1 FY27. The rise of AI and geopolitical tensions are creating fresh cybersecurity threats, fuelling demand for its products as it pursues a modular expansion strategy. Still, AI displacement concerns persist and fears over infrastructure costs are emerging, as CrowdStrike faces intense competition from rivals like Palo Alto Networks and SentinelOne..

3. The US labour market is cooling but remains resilient as Fed officials gauge the economic impact of the Middle East conflict to determine their next steps. With price pressures accelerating and broadening, officials are leaning hawkish and market bets for a hike are strengthening. A solid jobs report can support higher-for-longer expectations. But any downside surprise could warrant caution as consumer sentiment plunges, household debt rises and delinquency rates remain elevated.

4. The Reserve Bank of India announces its rate decision as it balances conflicting monetary forces stemming from the Middle East conflict. With inflation rising on higher energy prices and a weak rupee that the governor intends to defend, policymakers may shift towards a more hawkish stance. Still, downside risks to growth from the energy shock and tariffs could lead officials to maintain their neutral stance and keep tightening at bay.

Investments can go down as well as up. All of your capital is at risk.

25/05/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Salesforce comes off its fastest revenue growth (12% y/y) in three years, expecting to maintain solid momentum in the reported quarter alongside upbeat long-term guidance. This shows confidence that AI efforts are gaining traction, but enterprise adoption remains uneven, underscored by an underwhelming full-year forecast (10-11%). Monetisation fears linger as AI displacement risks won’t go away and intense competition with Microsoft, ServiceNow and other rivals persists.

2. Xiaomi announces its Q1 results against a tough backdrop as the Middle East conflict alongside a memory chip crunch are driving input costs higher. With smartphone sales dropping and EV delivery growth slowing, Xiaomi likely faces margin pressure and risks posting its first revenue decline in nearly three years. Still, an expansive ecosystem, technological advancements and long-term EV demand can continue to support the Chinese tech giant.

3. Markets eagerly await the PCE update for a fresh gauge on the impact of the Middle East conflict and the spike in energy prices. Rising costs are broadening and filtering through supply chains, fuelling fears of second-round effects on wages and consumer expectations. The print will have implications for the Fed’s rate path just as Kevin Warsh takes the helm, with markets pricing in a higher-for-longer environment. Still, any downside surprise could defend a fading easing bias.

4. The spike in energy prices from the Middle East conflict can exacerbate inflationary pressures, with CPI already above target and inflation expectations rising. With interest rates well below neutral, the Reserve Bank of New Zealand has ample room and reason to hike rates. Nonetheless, officials may not be ready to pivot yet, having adopted a cautious stance over concerns that a premature move could stifle frail growth as energy shock headwinds mount.

Investments can go down as well as up. All of your capital is at risk.

22/05/2026

Let’s look back at some of the biggest stories from this week.

1. Revenue rose 85% y/y in Q1 FY27, the fastest pace in more than a year, and Nvidia expects further acceleration in the current quarter. These strong results reaffirm its dominance as tech giants depend on its products to build AI infrastructure. Still, markets may be hard to impress as challenges mount. The firm does not expect any sales in China, depriving it of a key growth catalyst. At the same time, the rise of CPU-heavy workloads puts rivals like AMD and Intel in the spotlight, while hyperscalers like Google and Amazon increasingly rely on custom silicon.

2. Baidu revenues fell 1% y/y in Q1, marking the fourth straight quarter of contraction, amid macroeconomic headwinds that hurt advertising sales, while profits halved. However, AI-related revenues jumped 49%, underscoring that AI has become the main growth driver. The results show the shift to AI is working, but the transition is costly and volatile. The Apollo Go robotaxi service remained a bright spot, with triple-digit ride growth, but regulatory hurdles loom.

3. The Chinese economy slowed in April, according to this week’s data, as the Middle East conflict adds to structural fragilities. Retail sales rose just 0.2% y/y, the slowest pace in more than three years, underscoring weak domestic consumption. A 4.1% increase in industrial production underwhelmed, reflecting input cost pressures. Still, export growth, Beijing’s fiscal measures and a trade truce with the US can support growth.

4. British inflation eased more than expected in April, rising 2.8% y/y, largely due to base effects and government support with energy bills. This takes some of the pressure off the Bank of England to hike rates, providing a buffer against growth risks and fiscal concerns amid political uncertainty. Still, the BoE expects inflation to rise further and has signalled tightening ahead, wary of a wage-price spiral.

Investments can go down as well as up. All of your capital is at risk.

18/05/2026

Let’s look forward to some of the biggest stories unfolding this week.

1. Nvidia’s earnings are expected to show sales acceleration on continued demand as tech giants keep raising their investments in AI infrastructure. Still, a memory crunch and disruptions from the Middle East conflict can weigh on margins, while China remains a source of uncertainty. Nvidia remains the undisputed leader, but its moat is narrowing. Agentic AI shifts the bottleneck from GPU-heavy training to CPU-intensive workloads, while hyperscalers are scaling custom silicon to reduce reliance.

2. Walmart highlights retail earnings as inflation rises to nearly three-year highs on surging energy prices, consumer confidence plunges, household debt hits new records and credit card delinquencies stay elevated. This is a tough environment that can squeeze margins, but Walmart can remain resilient. Its focus on pricing, a high-margin advertising business, growing online presence and AI integration can support growth.

3. Inflation could accelerate further as the prolonged spike in oil and gas prices from the Middle East conflict filters through. A hot print would add pressure on the Bank of England to raise interest rates, forcing a difficult trade-off, as such action could stifle growth of an already frail economy. Any downside surprise could strengthen transitory arguments and give policymakers room to stay on hold.

4. The GDP and CPI updates will reveal how the Japanese economy navigates a dual threat: growth headwinds and inflationary pressures driven by the energy shock from the Middle East. Japan is particularly exposed as it imports most of its oil from the region, amplifying the impact. The Bank of Japan is committed to monetary tightening, having opened the door to another hike as early as the next meeting, but growth risks complicate the path.

Investments can go down as well as up. All of your capital is at risk.

15/05/2026

Let’s look back at some of the biggest stories from this week.

1. Alibaba cloud revenue jumped 38% in the March quarter as it pursues AI dominance, with progress on agentic AI, integration into its core business, custom chips and more. Alongside a 57% rise in quick commerce, overall sales accelerated 3%. However, Alibaba posted its first operating loss in five years, underscoring the cost of these new initiatives. It is investing heavily in AI while spending to scale its instant delivery push, locked in intense competition with Meituan and other rivals.

2. Copper (Comex) set new record highs as the Middle East conflict disrupts supply of sulphuric acid, a crucial component in copper mining. This crunch adds to long-term demand drivers from its use in defence and cleantech, both supported by the energy spike and geopolitical uncertainty. Meanwhile, the AI boom continues to power structural demand as tech giants keep spending on infrastructure buildout. Still, the market could face another surplus this year as stagflation risks weigh on consumption.

3. US CPI hit a nearly three-year high of 3.8% y/y in April, driven by the spike in energy prices and raising wage-price spiral risks by outpacing average earnings (+3.6%). Core CPI also picked up pace, indicating broadening pressures, while a surge in wholesale inflation suggests they can persist as costs move through the supply chain. This leaves little room for a transitory argument, justifies the Fed’s holding stance and raises bets for a rate hike.

4. The UK economy picked up speed in Q1 with an encouraging preliminary GDP rise of 0.6% q/q, but that could mark a peak. Being a net importer of energy, it is particularly exposed to the impact of the Middle East conflict, while heightened domestic political uncertainty adds to the headwinds. Meanwhile, the inflationary impact from the spike in oil and gas prices raises the prospect of a rate hike by the Bank of England, which could further stifle growth.

Investments can go down as well as up. All of your capital is at risk.

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