Nvidia once again posted standout results, highlighting its central role in the artificial intelligence expansion.

Global equity markets are offering fewer true bargains.

A recent US Supreme Court ruling blocking the use of certain emergency tariffs is reshaping the balance of power over trade policy. The decision goes beyond a narrow legal issue, effectively limiting the executive branch’s ability to impose wide-ranging trade measures without firm legal grounding.

The US stock market is playing a larger role in household finances than ever before.

US personal income and consumer spending both increased in December 2025, pointing to steady household demand as inflation pressures edged higher. Data from the Bureau of Economic Analysis showed personal income rose by $86.2 billion, a 0.3% month-over-month gain. Disposable personal income also increased 0.3%, or $75.7 billion, while personal consumption expenditures climbed $91.0 billion, equivalent to a 0.4% monthly rise.

Concerns over a possible shift toward US military action against Iran have resurfaced, placing geopolitics back at the center of global market attention. While diplomatic channels remain open, relations between Washington and Tehran continue to be strained, with limited trust on both sides. Recent talks in Geneva signaled ongoing engagement, but the absence of a clear breakthrough has kept uncertainty elevated and risk premiums firmly in place.

The latest Federal Reserve minutes underline a careful approach to managing inflation.

Germany’s economic expectations softened in February as the ZEW Indicator of Economic Sentiment eased to 58.3, down from January’s more than four-year high of 59.6.