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Earnings Season: The Last Shock Absorber Gets Tested

The market has spent the past month doing something it probably should not have been able to do this comfortably. Bond yields have risen, oil has stayed expensive, mortgage rates have pushed higher and the Fed has kept …

Erste Group downgrades Morgan Stanley stock rating to hold

The current upadate analyst coverage suggests a selective U.S. market outlook. Analysts cut many regional bank and financial services targets, while technology hardware and software drew several higher targets. Energy a…

Are REITS Right for a Bond Rally?

Global Wealth Technology Pte. Ltd. is regulated by the Monetary Authority of Singapore (MAS) as a licensed Financial Adviser.

Dollar Gains on Higher T-Note Yields and Hawkish FOMC Minutes

The dollar index (DXY00 ) rose by +0.41% on Wednesday, just below Monday’s 1.5-year high. Higher T-note yields on Wednesday strengthened the dollar’s interest rate differentials as the 10-year T-note yield rose to a 24-…

Samsung’s $80 Billion Quarter Is No Longer the Trade

The numbers are extraordinary, but nobody buying Samsung today needed another reminder that AI is creating a memory shortage. The market already knows that. What it now has to decide is whether this earnings machine rep…

Larger Supplies from Brazil Pressure Coffee Prices

The global coffee market is entering 2026 with a shift in direction. After several years of supply deficits and tight availability, forecasts now point to a production surplus led by Brazil, amid a macroeconomic environ…

Dollar Gains on Higher T-Note Yields and Hawkish FOMC Minutes

The dollar index (DXY00 ) rose by +0.41% on Wednesday, just below Monday’s 1.5-year high. Higher T-note yields on Wednesday strengthened the dollar’s interest rate differentials as the 10-year T-note yield rose to a 24-…

Stocks Fall and Bond Yields Rise on Inflation Worries

The S&P 500 Index ($SPX ) (SPY ) is down by -0.61% today, the Dow Jones Industrial Average ($DOWI ) (DIA ) is down by -1.04%, and the Nasdaq 100 Index ($IUXX ) (QQQ ) is down -0.70%. December E-mini S&P futures (ESZ26 )…

Citigroup Upgrades Flutter Entertainment to Buy from Neutral

American analyst updates for today show selective optimism in AI infrastructure, cybersecurity and healthcare, alongside caution across transportation, housing-related businesses and insurance. Marvell and Zscaler recei…