This paper round is a daily selection of topics reflecting what financial‑market headlines are focusing on today. These are selected subjects rather than actual news reports.

Reuters

  • Investors track shifts in major currencies as surveys point to changing dollar sentiment.
  • Commodity markets react to new studies on global supply differences, including copper availability.
  • Energy‑policy divisions widen globally, according to recent commentary from international agencies.

Bloomberg

  • Gold and silver extend strong moves as traders respond to renewed momentum in precious metals.
  • Stock‑picking funds face pressure as large outflows continue across the sector.
  • US equities fluctuate as investors digest mixed signals on commodities and macro trends.

The Times – Business

  • UK unemployment rises to a five‑year high, adding pressure on policymakers.
  • A former Carillion executive is fined after regulators rule on misleading statements.
  • BrewDog investors face potential losses as restructuring discussions continue.

The Telegraph – Business

  • Markets position for potential spring rate cuts as inflation readings ease.
  • UK housebuilding activity drops to a multi‑year low, raising concerns for the sector.
  • Defence‑sector leaders call for clarity on future spending commitments.

CNBC

  • Silver miners fall as the metal drops sharply in volatile trading.
  • Safe‑haven currencies are reassessed after a turbulent year in FX markets.
  • Japan’s exports surge nearly 17% year‑on‑year, driven by stronger shipments to China.

Nikkei Asia

  • Rare‑earth prices hit record highs as export restrictions reshape supply dynamics.
  • Thailand’s stock exchange signals openness to new alcohol‑sector listings.
  • Toyota and Honda face a slump in fuel‑cell vehicle demand amid infrastructure challenges.

South China Morning Post – Business

  • Hong Kong stocks fall after a US tech‑driven sell‑off, with commodity markets also retreating.
  • Chinese EV makers face tighter rules as regulators curb below‑cost pricing.
  • Memory‑chip prices surge, pressuring China’s phone and broadband manufacturers.