Oil markets stabilised at the end of last week as Middle East tensions eased and traders unwound much of the geopolitical premium that had supported Brent through the first half of June. With conflict risk fading from prices, attention has returned to macro fundamentals: the supply-demand balance, the global growth outlook and OPEC+ strategy. The calendar is heavy with US labour data: JOLTS on Tuesday and Non-Farm Payrolls on Thursday, the latter brought forward from its usual Friday slot for the US Independence Day holiday.
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19 min
Chevron has signed a 20-year power supply agreement with Microsoft and is preparing to enter a new line of business: supplying electricity directly to data centres. We assess the potential revenue from Project Kilby, the key risks of the project, and the outlook for CVX shares.
13 min
Markets enter the final week of June under elevated uncertainty, shaped by a hawkish Fed and renewed volatility in oil. The Fed held rates at 3.75% last week, but Chair Warsh's commentary and the updated projections sent a clear message: rates will stay restrictive for as long as the inflation outlook demands. Oil added its own layer of turbulence, first falling sharply on reports of a potential US-Iran deal, then recovering as news of a renewed Ormuz Strait closure reignited supply concerns. In this article we have prepared an analysis of the week's key data releases: from Canada's CPI on Monday to the final US GDP and Core PCE on Thursday, with Australia's inflation and the Fed's annual bank stress tests in between. Inside, you'll find technical reference points, key price levels and the latest market sentiment across leading assets.
16 min
Fox Corp has agreed to acquire Roku Inc in a 22 billion USD deal, placing a major bet on digital television and ad-supported streaming. Fox gains direct access to over 100 million streaming households and a large pool of viewer data. For Fox, this is a chance to accelerate the growth of their own streaming service Tubi and reduce dependence on traditional linear television. Investors, however, responded cautiously: FOXA shares fell after the announcement as the market weighed the cost of the deal and the debt Fox plans to take on to finance it.
14 min
BoJ rate decision on Tuesday, the Fed and updated FOMC projections on Wednesday, the Bank of England on Thursday. What each could mean for USD/JPY, EUR/USD, US 500 and GBP/USD.
16 min
On Monday, June 8, LLY shares opened with a 2.5% gap up following the release of full Phase 3 clinical trial results for Retatrutide. This experimental weight loss drug could become Eli Lilly's next major product after Mounjaro and Zepbound — and the data are significantly stronger than anything seen from rivals.
13 min
Investor attention this week centres on US inflation, the ECB's rate decision, and an assessment of global economic momentum. Last Friday's jobs report reaffirmed labour market resilience, with 172,000 positions added against a forecast of 85,000, pushing back expectations of a near-term Fed rate cut. In this article we have prepared an analysis of the week's key events: from Tuesday's China trade balance to Friday's UK GDP, with Wednesday's CPI release at the centre of it all, a reading that will define the direction for the dollar and equity markets. Inside, you'll find technical analysis, key price levels and the latest market sentiment across major assets.
14 min
NVIDIA has unveiled RTX Spark at Computex 2026 — a new superchip for Windows PCs built to run powerful AI directly on the device, without relying on the cloud. For a company whose recent growth has been driven almost entirely by data centre demand, this is a significant strategic move into the next phase of personal computing.
14 min
Investor attention this week centres on Eurozone inflation, the state of the Australian economy and, above all, the US labour market. The dollar retains solid support as markets price in the Fed holding rates steady through year-end, with an additional hike remaining on the table if inflation stays firm and labour market conditions hold up. […]
13 min
SpaceX is preparing for one of the most anticipated IPOs in market history. Elon Musk's company plans to list on Nasdaq under the ticker SPCX at a valuation of around 1.75 trillion USD. In this article, we break down SpaceX's business model, its three key growth segments, the financial figures, and what it all means […]
13 min
PCE inflation on Wednesday, the RBNZ decision and Australia CPI, plus oil inventories. What each release could mean for EUR/USD, Gold, NZD/USD and Brent.
15 min
Berkshire Hathaway has sharply increased its position in Alphabet Inc, the parent company of Google. In the first quarter of 2026, the fund tripled its GOOGL stake, making Google one of the largest bets in its portfolio. We break down why Berkshire chose Alphabet and what this means for GOOGL shares. In Brief In Q3 […]
15 min
From 13 to 15 May, Donald Trump is making an official visit to China accompanied by a delegation of top American executives. Boeing CEO Kelly Ortberg is among them. For Boeing, this trip is a potential opportunity to regain ground in the world's largest aviation market. The visit could result in a contract for the […]
14 min
OpenAI is developing its own AI-powered smartphone, which could bring an end to the era of Apple and Google’s dominance.
14 min
John Ternus succeeds Tim Cook as Apple CEO. What the leadership change means for AAPL, with a trade idea from a 280 USD entry toward 377 USD.