U.S. companies pouring swelling cash balances into growth plans - Morgan Stanley
Morgan Stanley now warns that Oracle’s total financial obligations — including bonds and long-term data-center leases — could almost triple to $290 billion by FY2028.
FX
Exclusive-Samsung cuts US jobs, offers relocations ahead of HQ move
Samsung is pulling up stakes in New Jersey and heading to Texas, a move that could leave roughly 1,000 Garden State workers facing a stark choice: relocate or risk losing their jobs.
Alphabet, Intel results in focus for AI trade as US earnings rev up
NEW YORK, July 17 (Reuters) – U.S. corporate earnings season heats up in the coming week, with Alphabet and Intel set to offer updates that could sway the market-leading AI trade and investors eager to see if companies …
South Korean stocks emerge as key gauge for global AI sentiment
Taiwan’s consumer confidence inched higher this month, supported by robust exports, even as sentiment toward stock investment fell to a five-month low amid concerns over a potential artificial intelligence (AI) bubble, …
Goldman lists 3 non-AI investment themes
Sam Azzarello: What's next for markets and the global economy after a year defined by escalating tariffs, persistent geopolitical tensions, and the rise of artificial intelligence across industries?
CFM International wins approval for jet engine durability boost
Stop guessing "Should I Buy BA?" and start using high-conviction signals backed by rigorous historical data.
US data center protests go national as backlash grows
Community protests against data center construction are growing rapidly, halting billions in projects and reshaping industry strategies.
China’s DeepSeek to raise fresh capital at $74 billion valuation ahead of onshore IPO, sources say
By Rajasik Mukherjee and Kumar Tanishk July 15 (Reuters) – Australia’s Perpetual said on Wednesday it received a sweetened A$2.5 billion ($1.75 billion) takeover proposal from Sweden’s EQT AB, less than two weeks after …
Silver Price Forecast: XAG hits fresh YTD low, bears eye $54 breakdown
Silver price recovered some ground on Friday, up 0.84%, but it is poised to finish the week down over 6.50%. At the time of writing, XAG/USD trades at $56.00 per troy ounce, after reaching a new year-to-date (YTD) low o…
Singapore Dollar: Range trade holds near recent lows against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note USD/SGD has stabilised after an earlier sell-off, with spot around 1.2905 and intraday price action expected to stay confined between nearby sup…
China: Stagnation to persist as growth model shifts – Commerzbank
Commerzbank’s Dr. Henry Hao argues China’s housing market remains in structural stagnation five years after the Evergrande crisis. National prices follow an L-shaped path, with a K-shaped divergence between Tier-1 and l…
Chinese Yuan: Consolidation holds upside bias against US Dollar – UOB
United Overseas Bank (UOB) strategists Quek Ser Leang and Lee Sue Ann note that USD/CNH is currently consolidating in a narrow range around 6.77. In their 1–3 week view, they maintain a downside bias toward 6.7600 as lo…
Mexican Peso tumbles as Iran war jitters, denting Peso’s appetite
The Mexican Peso loses traction against the Greenback, dropping over 0.65% during Friday’s North American session as the American currency benefits due to its safe-haven appeal as the US-Iran conflict is far from ending…
World stocks fall in semiconductor rout; oil rises on Middle East escalation
Global Market – Global stock markets fell sharply on Thursday, July 16, 2026, driven by a widespread liquidation of technology and semiconductor shares amid escalating geopolitical conflict in the Middle East. While coo…
South Korea: Faster hiking path – DBS
DBS Group Research economist Ma Tieying analyzes the latest Bank of Korea (BoK) decision, noting a hawkish shift as the base rate is raised to 2.75%. The report now anticipates a faster tightening cycle, with the policy…
Gold climbs as Iran war premium revives Fed hike risk
Gold edges higher by some 0.92% on Friday as the US-Iran conflict boosted energy prices, which ultimately drive inflation higher, increasing expectations that the Federal Reserve (Fed) might need to raise interest rates…
Zoox recalls self-driving cars because they may not detect smoke
Zoox has issued a software recall after one of its robotaxis struggled to navigate a smoke-filled emergency fire scene in June.
Japanese Yen: Verbal intervention fails to move JPY against US Dollar – Scotiabank
Scotiabank’s Shaun Osborne and Eric Theoret note USD/JPY is little changed despite strong verbal intervention from Finance Minister Katayama, who warned of decisive action at any time. Markets remain unimpressed, given …
USD/CHF Price Forecast: Bulls pause below 0.8150 as momentum fades
USD/CHF trades with a downside bias on Friday as the Swiss Franc (CHF) outperforms its major peers, while the US Dollar (USD) is little changed. At the time of writing, the pair trades around 0.8074 after reaching 0.814…
US Dollar: Risk-off support and DXY downside risks – Scotiabank
Scotiabank’s Shaun Osborne and Eric Theoret note the US Dollar (USD) is broadly firmer as risk aversion dominates, with equities weaker and Oil higher. The US Dollar Index' (DXY) broader drift from late June highs has s…
Global FX: Divergent central bank paths and Oil – Wells Fargo
Wells Fargo Economics has raised its global Gross Domestic Product (GDP) forecast to 2.7% for 2026 and trimmed global Consumer Price Index (CPI) to 4.3%, reflecting a slightly lower Oil price path. They expect final hik…
Swiss Franc holds gains against US Dollar as Middle East tensions outweigh upbeat US data
USD/CHF trades around 0.8070 at the time of writing on Friday, down 0.22% on the day. The pair remains under pressure as safe-haven demand for the Swiss Franc (CHF) offsets modest support for the US Dollar (USD) followi…
WTI Oil rallies above $81 as Middle East tensions threaten global Oil supplies
West Texas Intermediate (WTI) trades around $81.10 at the time of writing on Friday, up 2.76% on the day, and is heading for a weekly gain of more than 13% as geopolitical tensions in the Middle East continue to escalat…
Forecasting the coming week: ECB decision, UK inflation, and global PMIs to drive markets
The upcoming week will be dominated by the European Central Bank’s (ECB) interest rate decision, United Kingdom (UK) inflation and labor market figures, and preliminary global Purchasing Managers Index (PMI) data. Austr…