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.
Financial Times
- Recent coverage highlights sharp moves in gold and Bitcoin.
- Chinese trading activity is driving volatility in precious metals.
- Cryptocurrencies are retreating alongside a broader tech sell‑off.
Reuters
- Sanctions are reshaping flows in global oil markets.
- LVMH faces succession questions with implications for investors.
- Index decisions are influencing demand for Indian government bonds.
Bloomberg
- Gold and silver are hitting record levels.
- Passive funds are putting pressure on traditional stock pickers.
- US equities are swinging as investors reassess AI‑driven growth and commodity risks.
The Times – Business
- Stellantis shares fall sharply after an EV strategy rethink.
- Amazon stock drops on heavy AI investment plans.
- Bitcoin weakens on tighter policy signals and softer institutional demand.
The Telegraph – Business/Markets
- Equities see a relief rally as AI‑related fears ease.
- Ocado outlines cost‑cutting plans that may include job losses.
- Policymakers warn about a potential AI‑driven asset bubble.
CNBC
- Japan’s Nikkei 225 hits new highs following Takaichi’s election victory.
- Gold and silver see renewed volatility trades.
- AI spending pressures valuations in software and private credit.
Nikkei Asia
- Asian currencies diverge, with the baht and ringgit strengthening.
- Trade shifts linked to Trump‑era policies reshape export flows.
- Dollar politics influence regional capital markets.
South China Morning Post – Business/Markets
- A tech‑led sell‑off hits Hong Kong and mainland markets.
- Hong Kong sees strong IPO and capital‑raising activity.
- Shifts in China’s consumer and EV sectors feed into equity performance.