Global stocks continued their upward momentum, with Asian markets climbing to record levels. Easing trade tensions and growing optimism about potential interest rate cuts fuelled positive sentiment among investors.

The outlook for the S&P 500's dividends in the current and remaining quarters of 2025 saw small changes in the month.

Chinese bank lending has fallen even more sharply, adding yet another layer to the tremendous deceleration we keep seeing across China.

On Monday, US stock indices closed with notable gains amid optimism surrounding upcoming corporate reports and a new wave of support for the banking sector.

GBP/JPY consolidates near ¥202 following volatile sessions, with key support at ¥200 and resistance at ¥204–¥205, while the bullish trend and positive carry continue to attract buyers.

The debasement trade logic is growing very popular in the media.

Gold briefly made a new all-time high yesterday before making a fairly deep bearish retracement over the Asian session today.

Based on their extreme valuations, AI-focussed equities are in a bubble and have been for a considerable time.