News Hub

Real-time financial, economic, and global news with market-focused context and analysis.

Coverage spans equities, macroeconomic data, commodities, currencies, technology, politics, and global events—paired with analysis that highlights why each development matters for traders and investors. From breaking headlines to hourly market snapshots and in-depth articles, the News Hub is designed to help you stay informed, oriented, and ahead of market-moving events.

  • Citi now sees two ECB quarter-point hikes in June and July, boosting near-term European rate expectations.
  • Stalled U.S.-Iran talks keep the Strait of Hormuz effectively closed, raising energy-driven inflation and market risk.
  • Qualcomm jumps premarket on reports OpenAI is collaborating on smartphone chips, propelling semiconductor sector momentum.
  • Nickel hits near two-year highs as Indonesian quotas and sulphur shortages tighten supply, pressuring metals and battery costs.
  • China ordered cancellation of Meta's purchase of AI firm Manus, tightening controls on tech deals and complicating U.S.-China ties.
  • India and New Zealand sign an FTA cutting fruit tariffs and expanding services and visa access, boosting bilateral trade flows.
  • Berenberg upgrades Sartorius to buy, lifting shares, while Kepler trims Ferretti to hold after a 40% rally.

Latest Articles

Broadcom Says TSMC Capacity Strains Are Constricting Supply Chains

Broadcom Says TSMC Capacity Strains Are Constricting Supply Chains

Broadcom warned that production capacity at its manufacturing partner TSMC is becoming a bottleneck as demand for AI infrastructure strains advanced chip fabs. The company also flagged shortages in laser components and printed circuit boards, prompting customers to seek multiyear supply agreements to secure capacity.

Buy 10x Genomics on a Consumables Re-rate: Cheap FCF with Upside to $30

Buy 10x Genomics on a Consumables Re-rate: Cheap FCF with Upside to $30

10x Genomics (TXG) is an actionable long: the stock trades at a $2.45B market cap, is generating meaningful free cash flow ($130.1M trailing), and is moving toward a higher-margin, consumables-led revenue mix that should compress multiples and re-rate the shares. Technicals are neutral and short interest remains material, so use a defined entry and…

Markets Falter as Short-Lived Relief on Iran Developments Fades

Markets Falter as Short-Lived Relief on Iran Developments Fades

A temporary easing in market stress following U.S. President Donald Trump’s postponement of a threat to bomb Iran’s power grid evaporated within a day. Renewed tensions in the Middle East, continued constraints on global energy supply and mixed market reactions left Asian equities tepid, U.S. and European futures volatile, and Brent crude back abov…

Australian Shares Tick Higher as Mining and Materials Stocks Lead Gains

Australian Shares Tick Higher as Mining and Materials Stocks Lead Gains

Australian equities closed modestly higher on Tuesday, with the S&P/ASX 200 finishing up 0.16% as gains in the Gold, Metals & Mining and Materials sectors helped offset weakness in several midcap names. Volatility as measured by the S&P/ASX 200 VIX eased, while commodity and currency markets saw mixed moves, including a sharp rise in crude …

WuXi AppTec Shares Surge as Annual Profit More Than Doubles

WuXi AppTec Shares Surge as Annual Profit More Than Doubles

WuXi AppTec reported a sharp rise in full-year net profit attributable to shareholders, driven by robust performance in its core chemistry division and increased revenue from U.S. clients. The company posted improvements in adjusted profit and gross margin, set a 2026 revenue range implying double-digit growth for continuing operations, and propose…

U.S. Stocks Showing Relative Resilience Amid Iran Conflict, but Risks Remain

U.S. Stocks Showing Relative Resilience Amid Iran Conflict, but Risks Remain

Since the U.S.-Israeli strikes on Iran began in late February, U.S. equities have declined less than many global peers. Analysts point to lower direct energy exposure, a heavier weighting in technology, and a stronger dollar as factors supporting U.S. stocks. Yet strategists caution that the current outperformance may prove fragile if the Middle Ea…

European New Car Registrations Tick Up in February as EV Momentum Continues

European New Car Registrations Tick Up in February as EV Momentum Continues

New passenger car registrations across the EU, Britain and the European Free Trade Association increased 1.7% in February to 979,321 units, driven by continued growth in electrified vehicles. Battery-electric, plug-in hybrid and hybrid models now make up roughly two-thirds of monthly registrations. Tesla reversed a year-long decline with an 11.8% r…

U.S. Maintains Strikes on Iran as Five-Day Pause Limited to Energy Sites

U.S. Maintains Strikes on Iran as Five-Day Pause Limited to Energy Sites

A U.S. official told a news outlet that a recently announced five-day pause applies solely to attacks on Iran's energy facilities, while strikes on military, naval, ballistic missile and defense industrial targets will continue. The pause coincides with what President Donald Trump described as "productive" discussions with unnamed Iranian officials…

ING Says BOJ Could Move on Rates in April Despite Cooling Headline Inflation

ING Says BOJ Could Move on Rates in April Despite Cooling Headline Inflation

ING analysts argue the Bank of Japan may raise interest rates as soon as April, despite a softer headline CPI print in February. They highlight that core measures of inflation remain above the BOJ's 2% target, wages are rising strongly and business activity continues to expand, all of which increase the chances of a near-term policy move. The timin…

Nintendo Cuts Switch 2 Output After Year-End Demand Falls Short

Nintendo Cuts Switch 2 Output After Year-End Demand Falls Short

Nintendo will reduce planned production of its Switch 2 to 4 million units in the current quarter, down from an initial plan of 6 million, after holiday demand underperformed internal forecasts, particularly in the United States. The company’s shares dipped following the report. Broader pressures cited include elevated global memory prices and soft…

Senate Confirms Markwayne Mullin as Homeland Security Secretary

Senate Confirms Markwayne Mullin as Homeland Security Secretary

The U.S. Senate voted 54-45 to confirm Sen. Markwayne Mullin as the next secretary of Homeland Security. Mullin, an Oklahoma Republican, will lead immigration enforcement operations in President Donald Trump’s second-term administration and succeeds Kristi Noem. His confirmation comes while the Department of Homeland Security is in a funding stando…

Asian Currencies Retreat as U.S. Dollar Strengthens and Japan Inflation Cools

Asian Currencies Retreat as U.S. Dollar Strengthens and Japan Inflation Cools

Most Asian currencies eased on Tuesday as markets processed conflicting messages about talks related to the Middle East and reacted to a rebound in the U.S. dollar. The greenback firmed, while Japanese core inflation unexpectedly cooled below the central bank's target and the flash manufacturing PMI softened, prompting a more cautious outlook for m…

Buy the Yield, Skip the Volatility - A Trade on Diversified Fixed Royalties

Buy the Yield, Skip the Volatility - A Trade on Diversified Fixed Royalties

This trade idea targets a diversified royalty vehicle whose model emphasizes fixed-dollar royalties instead of percentage-of-revenue or commodity-linked streams. The idea: buy into a de-risked payout profile at an entry of $10.00, use a tight stop at $8.00, and take profits at $14.00 over a mid-term (45 trading days) horizon. Rationale: steady cash…

Thai Exports Rise 9.9% in February, Falling Short of Forecasts

Thai Exports Rise 9.9% in February, Falling Short of Forecasts

Thailand's customs-cleared exports increased 9.9% year-on-year in February, driven by electronics and electrical equipment, the commerce ministry reported on Tuesday. While shipments expanded in the first two months by 18.9% and are projected to rise for the year, the February outcome undershot market expectations and came alongside a sharp rise in…

Asian Markets Edge Higher as Mixed Signals on Iran Temper Gains

Asian Markets Edge Higher as Mixed Signals on Iran Temper Gains

Most Asian equity markets rose on Tuesday but failed to sustain early advances as investors weighed conflicting reports about potential de-escalation between the US and Iran. Tokyo benchmarks gained after softer-than-expected inflation and slower manufacturing data, while broader regional indexes pared rallies amid renewed Middle East attacks and a…

AWS to Boost India Data Centre Capacity to 2-3 GW Amid Expansion Push

AWS to Boost India Data Centre Capacity to 2-3 GW Amid Expansion Push

Amazon Web Services is moving to enlarge its data centre footprint in India to between 2 and 3 gigawatts of capacity, underpinned by letters of intent with several colocation providers and the prospect of tax incentives. The expansion focuses on Mumbai and Hyderabad and follows earlier commitments to invest in the Mumbai region.