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Market Insights
In-depth insights on market events and major trades
Retail sales when growth meets inflation reality
All eyes are on the march retail sales hit the wires. On the surface, the expectation is strong, a 1.4% month-over-month increase, sharply higher than the previous 0.6% and the fastest pace since mid-2025.
Kevin Warsh faces his first real test: winning Trump without losing the market
Federal Reserve chairman-designate Kevin Warsh testifies before the Senate, with markets watching closely for signals on Fed policy, interest rates, inflation, and volatility.
Gold heads into Fed week, but the real question is the tone
Gold is entering the Fed week with a familiar trigger, but an unfamiliar reaction the renewed closure of the Strait of Hormuz, following the U.S. seizure of an Iranian-flagged vessel, has pushed energy risk back into the system.
Real oil price explained: why crude is no longer trading at one global level
In the middle of the Hormuz shock, asking for the “real” oil price sounds simple but quickly becomes misleading. Oil is not trading at one universal number. It is trading across a fractured market where the price depends on the grade of crude, the delivery timing, the location, and whether one is talking about physical barrels moving to refiners or paper barrels trading on financial screens.
Markets are pricing peace, but the inflation risk is still around
U.S. President Donald Trump signaled that a deal could come soon, with talks potentially resuming over the weekend and even suggesting that the current ceasefire may not need extension if progress continues.
17 Apr 2026, 09:12
Japan is caught between inflation pressure and growth risk
Japan is entering a more complicated phase, where external shocks are starting to matter more than domestic policy alone.
16 Apr 2026, 09:10
US–Iran tensions choke the world’s oil artery
The Strait of Hormuz has always been critical, but the latest disruption shows just how fragile the global energy system really is. China sending five ships stands out not for its scale, but for how limited activity has become. The strait is not fully closed, but it is far from functioning normally.
15 Apr 2026, 09:25
What are the top water ETFs and stocks to watch?
Water stocks and ETFs are drawing attention as demand for clean water increases. Explore top companies and funds offering exposure to this growing sector.
7 Apr 2026, 12:00
US market caught between rates and risk
From March 18 through to the end of the month, flows turned decisively negative, with a sustained stretch of net outflows and several days exceeding $10bn. This was not simply profit-taking it aligned with a broader repricing of macro risk.
7 Apr 2026, 09:34
S&P 500 snaps losing streak with strongest weekly gain since November
US stocks ended the week in positive territory as investors stepped back into the market after another burst of volatility tied to the Iran conflict. The rebound was enough to deliver the S&P 500 its best weekly performance since late November, though the broader tone remained fragile and heavily driven by geopolitical headlines.
3 Apr 2026, 09:14