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Fed Hits Pause, Keeps the Door Open Fed Hits Pause, Keeps the Door Open

The Federal Reserve left its policy rate unchanged at 3.50%–3.75% in July, marking a fifth straight meeting without a change and matching broad expectations.

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South Korea's Chip Rally Loses Momentum South Korea's Chip Rally Loses Momentum

South Korea's semiconductor-driven market rally is showing signs of fatigue as investors grow more cautious about the long-term outlook for artificial intelligence spending. Despite posting strong earnings, SK Hynix saw its shares fall another 10%, extending losses from recent record highs and highlighting changing market expectations.

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Semiconductor Rally Faces Fresh Questions Semiconductor Rally Faces Fresh Questions

Semiconductor stocks have led global equity markets during the artificial intelligence boom, but investor confidence is beginning to show signs of caution ahead of a new round of earnings reports from major technology companies.

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ECB Holds Rates with Attention on Energy ECB Holds Rates with Attention on Energy

The European Central Bank left its key interest rates unchanged at its July meeting after delivering a 25-basis-point hike in June, its first increase in three years.

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Alphabet Q2: AI Strategy Starts Paying Off Alphabet Q2: AI Strategy Starts Paying Off

Alphabet's second-quarter 2026 results show that its AI strategy is moving beyond long-term ambition and delivering measurable financial results.

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One of the Year's Strongest Trades Loses Speed One of the Year's Strongest Trades Loses Speed

July has brought a sharp reversal for momentum stocks, unwinding one of the market's most crowded trades.

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Consumers are Choosing Memories Over Material Goods Consumers are Choosing Memories Over Material Goods

US consumers are increasingly spending on experiences rather than physical goods.

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Trump Targets Canada Again Trump Targets Canada Again

Donald Trump has opened a new chapter in his trade dispute with Canada, announcing tariffs of up to 50% on a range of Canadian imports.

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