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Nvidia has made earnings season feel like an event again.Every quarter now comes with the same tension: the market knows...
25/08/2026

Nvidia has made earnings season feel like an event again.

Every quarter now comes with the same tension: the market knows the AI story is huge, but it keeps asking whether the next set of numbers can make the story even bigger.

This one is not just about another beat. It is about whether Nvidia can keep raising expectations in a market that already expects a lot.

Watch for the next AI checkpoint. Follow for more market insights.

Wall Street is being pulled in two directions. Economic activity remains resilient, but higher oil prices and bond yield...
24/08/2026

Wall Street is being pulled in two directions. Economic activity remains resilient, but higher oil prices and bond yields have brought inflation worries back, putting pressure on tech stocks along the way.

The coming week should offer a better sense of which side is gaining the upper hand, and whether the recent pullback is something investors need to take more seriously.

Swipe through for our weekly outlook, then read the full analysis via the link in bio.

Markets ended last week on a brighter note after softer US inflation helped ease rate concerns and pushed the S&P 500 to...
17/08/2026

Markets ended last week on a brighter note after softer US inflation helped ease rate concerns and pushed the S&P 500 to another record high.

But the rally still needs confirmation. Fresh US business activity data will test whether growth is holding up, Japan’s inflation reading could shift expectations for the yen and major retail earnings will offer a
clearer look at consumer spending.

Swipe through for what could shape the week ahead and read the full outlook via the link in bio.

The AI trade is no longer just a Wall Street story.As US tech giants keep spending on data centres, Korean memory chipma...
04/08/2026

The AI trade is no longer just a Wall Street story.

As US tech giants keep spending on data centres, Korean memory chipmakers like Samsung and SK Hynix are becoming more closely tied to the same market narrative.

That matters because Korea may now offer an early signal of how investors are reading global AI demand, especially when Wall Street is closed.

But the tighter the link, the bigger the question: are investors still getting diversification, or simply holding two versions of the same AI trade?

Watch the Kospi. Watch the Nasdaq. The connection between both may reveal more than either market alone.

Last week gave investors plenty of answers on paper, but not much certainty.Central banks may have kept rates unchanged ...
03/08/2026

Last week gave investors plenty of answers on paper, but not much certainty.

Central banks may have kept rates unchanged last week, but growing calls for hikes left investors with little certainty about what comes next. At the same time, global markets moved in very different directions as US tech earnings divided sentiment, Chinese stocks gained and Japan’s chip sector came under pressure.

This week, attention shifts to US jobs and business activity data, China’s inflation numbers and SpaceX’s first earnings update as a listed company.

Swipe through for the key developments and what they could mean for markets in the days ahead. Read the full outlook via the link in bio.

Amazon’s Q2 earnings may not be about whether the business is growing. It may be about whether investors are willing to ...
30/07/2026

Amazon’s Q2 earnings may not be about whether the business is growing. It may be about whether investors are willing to keep paying for the next phase of growth.

AWS remains the centre of the AI story, advertising is quietly becoming a bigger profit driver, and the company is still spending heavily to defend its cloud position.

Can Amazon show enough momentum to justify the AI bill?

Swipe through for the key themes to watch, then read the full earnings preview via the link in bio.

29/07/2026

US markets are showing a clear shift.

Tech and chip names remain under pressure, while investors appear to be rotating into more stable parts of the market.

For traders, this is a week to stay alert. The US Tech 100 is trying to find its footing after breaking lower, while the S&P 500 has held up better but could still face pressure if sentiment weakens.

In FX, USD/JPY remains in focus as dollar strength continues, though intervention risks from Japan could keep moves sharp.

Remember: stay nimble, manage your risk, and follow us for more market commentary.

Markets have plenty to digest this week and even more to react to.With the Fed, major earnings and fresh economic data a...
27/07/2026

Markets have plenty to digest this week and even more to react to.

With the Fed, major earnings and fresh economic data all landing within days of each other, expectations could shift quickly across stocks, currencies and commodities.

Swipe for the key developments shaping the week ahead, then read the full market outlook via the link in bio.

Apple heads into Q3 earnings 31st July (SGT) with strong momentum, but the next set of numbers may reveal where the real...
24/07/2026

Apple heads into Q3 earnings 31st July (SGT) with strong momentum, but the next set of numbers may reveal where the real pressure is building.

• Can iPhone demand hold after recent price increases?
• Will Services and China keep delivering?
• Is Apple’s AI strategy finally becoming a meaningful growth driver?

Swipe through for the key themes to watch, then read the full earnings preview via the link in bio.

Microsoft has been one of the biggest names in the AI race.But this earnings report on Jul 30 (SGT) after market closes ...
23/07/2026

Microsoft has been one of the biggest names in the AI race.

But this earnings report on Jul 30 (SGT) after market closes may be less about the hype, and more about the bill behind it.

With Microsoft spending heavily on AI infrastructure, investors are asking a tougher question: When does all this start turning into clearer returns?

Swipe through for the key areas to watch, from cloud growth and Copilot adoption to margins, capex and Microsoft’s outlook for FY27.

For the deeper breakdown, read the full article via the link in bio.

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