Analysis and Insights

Today's Editorial

The stock market still recoils at the prospect of higher rates

Forex

Currencies: Inflation rears its ugly head

Stock Analysis

EPAM Systems returns to growth but faces brunt of investor skepticism

The Weekly Market Update

Inflation worries while waiting for Nvidia

Stock Pick

Quanta Computer: The Taiwanese Manufacturer Scaling New Heights via Servers

Satirical Cartoon

The South Korean "Ants" bring the KOSPI to new Highs

Must Read

AI is destined to assist financial analysts, not replace them

19 May 2026 at 12:39 am AEST

Inflation, Deficits, and… AI: Yields Continue to Soar

19 May 2026 at 12:08 am AEST

Currencies: Inflation rears its ugly head

18 May 2026 at 11:40 pm AEST

Rate hike looms in Japan amid US pressure

17 May 2026 at 08:50 pm AEST

Fed Doves Change their Tone

15 May 2026 at 09:06 pm AEST

The Week's Best Reads: As ever, AI, and a Blinking Donald Trump

15 May 2026 at 06:16 pm AEST

The Private Credit Pause

15 May 2026 at 06:15 pm AEST

In Argentina, Milei Accelerates the Great State Sell-Off

14 May 2026 at 06:32 pm AEST

Kevin Warsh takes the helm of the Fed amid heightened economic tensions

14 May 2026 at 03:51 pm AEST

Pictet AM identifies 7 investment megatrends for 2026

13 May 2026 at 11:19 pm AEST

Stock analysis

Samsonite Packs Growth, Loses Profit Along the Way

18 May 2026 at 07:58 pm AEST

EPAM Systems returns to growth but faces brunt of investor skepticism

18 May 2026 at 10:51 pm AEST

Troubling Parallels at Cisco Systems

14 May 2026 at 11:35 pm AEST

Market Applauds Vodafone's Restructuring

12 May 2026 at 09:43 pm AEST

Toromont is Winning, but Stock Upside may be Tapped

11 May 2026 at 09:56 pm AEST

Pool Corp caught by the laws of gravity on the stock market

11 May 2026 at 08:43 pm AEST

Equinox Gold: Growth Based on Fragile Foundations

07 May 2026 at 05:58 pm AEST

Palantir Emerges as the Software Sector's Nvidia

05 May 2026 at 08:18 pm AEST

Meme stock king attempts a bluff with eBay takeover bid

04 May 2026 at 07:35 pm AEST

Aon edges back to attractive valuation multiples

04 May 2026 at 05:39 pm AEST

Business Insiders

Michael Dell

Dell Scales Up the AI Supply Chain to Meet Demand

Michael Dell

Nvidia CEO Huang Sees Demand for Memory Outpacing Capacity

Vimal Kapur

Honeywell CEO Discusses Company's Dealmaking, Spinoffs

Jamie Dimon

Dimon Warns Bank Taxes May Scrap JPMorgan's New London HQ

Revathi Advaithi

Flex Announces Spin-Off of Cloud, Power Infrastructure Unit

Yashish Dahiya

PB Fintech Sees 30% Growth as India Insurance Expand

Cathie Wood

SpaceX IPO 'Will Be Volatile' Says Ark Invest's Cathie Wood

Jennifer Rumsey

Cummins Ups Guidance on Data Center Demand, Truck Recovery

Expert Interviews

AI 'Industrial Revolution' Taking Place, Says Boston Children's Chief Medical Officer

GLP-1 Users Turn to Telehealth to Access Weight Loss Drugs

Nvidia's Huang Sees China Becoming a More Open Market

Redistricting is not Only a Racial Issue Says 'Killer Mike'

Georgia Sees Record Early Voting As Primaries Loom

The 'Pocketbook' is The Number One Issue For Voters Says Chambliss

AI Drives Record-Busting Run for DRAM ETF

Extended Oil Shock Spells Higher, Sticky Inflation

Market Timing

	Currencies: Inflation rears its ugly head	18/05
	Currencies: Market begins to look beyond the oil shock	11/05
	EUR / USD Currencies: Heading towards a pivot, but lacking a decisive catalyst	05/05
	Currencies: Between Easing Oil Prices and the Return of the Monetary Cycle	28/04
	Currencies: The Dollar Loses Some of Its Support	20/04
	Currencies: Unstable Equilibrium in an Oil-Dominated Regime	13/04
	Currencies: Oil-Driven Inflation	07/04
	Currencies: Between Hopes of De-escalation and Energy Realities	30/03

Trading Ideas

BP PLC BP PLC: The underlying trend is to the upside	18/05	BUY
AXA AXA: Is the distribution phase coming to an end ?	18/05	BUY
SAFRAN Safran: Close to an important medium term support level	18/05	BUY
NOVARTIS AG Novartis AG: Volatility should make a big comeback	15/05	BUY
VIVENDI SE Vivendi SE: In an accumulation phase	15/05	BUY
ROCHE HOLDING AG Roche Holding AG: Good timing to anticipate the return of volatility	15/05	BUY
EXOSENS Exosens: One could take advantage of the market's hesitation	15/05	BUY
BOLIDEN AB Boliden AB: No turn-around in sight	14/05	BUY