|
|
|
|
|
|
|
|
|
31.07.26 - 16:42
|
Futures Rise After Record Rip In Kospi; Bond Bounce Fades As Oil Jumps, BoJ On Hold (ZeroHedge)
|
|
|
Futures Rise After Record Rip In Kospi; Bond Bounce Fades As Oil Jumps, BoJ On Hold
A broad rally in US tech stocks is extending for a second day, with Nasdaq 100 futures rising over 1%. Amazon is the standout in premarket trading, up by 12% after reporting a fifth quarter of cloud sales growth, while Apple is sinking 7% after its sales forecast was dented by industry-wide supply shortages.
The gains in big-tech come amid signs that, for some, AI spending is paying off - underpinned by strong demand. Amazon shares rallied in late trading after it reported AWS revenue growth of 37%, above consensus of 31.3% and the fastest clip since 2021, enabling traders to overlook another increased capex guide and negative free-cash flow.
On the flip side, Apple shares fell after component shortages weighed on the company's sales forecast, echoing caution mentioned by Qualcomm the previous day. Apple had run into the print as the best performing stock within the Mag 7 cohort year-to-date.
“The w...
|
|
|
|
|
18.07.26 - 04:12
|
Russia Expresses Alarm Over Deepening NATO-South Korea Ties (ZeroHedge)
|
|
|
Russia Expresses Alarm Over Deepening NATO-South Korea Ties
Moscow and Pyongyang have quite obviously deepened their relations in unprecedented ways over the past years since the Ukraine war began, and this has been most on display with the transfer of thousands of North Korean troops in support of Russian forces, and DPRK soldiers even losing their lives while fighting Ukraine.
So it's only to be expected that Russia side with North Korea in the long-running conflict and standoff with South Korea. But now the Kremlin senses Seoul is moving ever closer to NATO, to the point that it's calling out the deepened military relations.
Russia has newly made clear its position that it is unacceptable for South Korea to become a de facto participant in the alliance's rearmament efforts.
The Russian Foreign Ministry said in a new statement issued following a meeting between Deputy Foreign Minister Andrey Rudenko and South Korean Ambassador to Moscow Lee Seok Bae:
"The Russian side expressed serio...
|
|
|
17.07.26 - 05:54
|
"The Trend Is Now An Enemy": Kospi Slide Will Deepen As Momentum Flips Script (ZeroHedge)
|
|
|
"The Trend Is Now An Enemy": Kospi Slide Will Deepen As Momentum Flips Script
By David Savage, Bloomberg Markets Live reporter and strategist
The trend is now an enemy for Asian equities, especially those in South Korea, rather than the friend it was when they soared for much of the first half of 2026.
Momentum has been the undisputed king for global factor investing in 2026, particularly for Asian markets. Those trades are fracturing, as reversals in South Korea and other tech-heavy sectors set off a deepening rotation in the region. Investors look to be taking some of the hefty profits that remain on the winners from 1H 2026 and pivoting toward other assets. That's a theme also gaining traction for US chipmakers, with the SOX Index down more than ~18% from the highs of June.
June is looking like it was the peak for Asian equity momentum. That was when some key global index rebalancing provided a price insensitive buyer for recent AI-aligned winners. Aided by the SpaceX IPO, that...
|
|
|
|
|
07.07.26 - 14:12
|
Samsung Earnings Send Chip Stocks Tumbling as Kospi Triggers Circuit Breaker | The Pulse 7/7/2026 (Bloomberg)
|
|
|
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Jim Reid, Deutsche Bank Research Institute Head and Global Head of Macro and Thematic Research; Marta Prochwicz, European Council on Foreign Relations Deputy Head of the Warsaw office; Pierroberto Folgiero, Fincantieri CEO (Source: Bloomberg)...
|
|
|
|
|
|
|
03.07.26 - 09:54
|
Südkoreas Präsident kommt zum Nato-Gipfel - Thema Rüstung (DPA-AFX)
|
|
|
SEOUL (dpa-AFX) - Südkoreas Präsident Lee Jae Myung hat seine Teilnahme am Nato-Gipfel nächste Woche im türkischen Ankara bestätigt. Lee wolle dort die Kooperation mit den Mitgliedsstaaten der Militärallianz in der Rüstungsindustrie ausbauen, teilte sein ......
|
|
|
29.06.26 - 12:36
|
South Korea Bets $880B on AI Chips & Data Centers | The Pulse 6/29/2026 (Bloomberg)
|
|
|
"The Pulse With Francine Lacqua" is all about conversations with high profile guests in the beating heart of global business, economics, finance and politics. Based in London, we go wherever the story is, bringing you exclusive interviews and market-moving scoops.
Today's guests: Marieke Blom, ING Chief Economist and Global Head of Research; Eirik Lie, Kongsberg CEO; Jeremy Allaire, Circle CEO; Frank Smets, Bank for International Settlements Acting Head of the Monetary & Economic Department (Source: Bloomberg)...
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
|
Börsentreff auf Facebook |
Börsentreff auf X |
Börsentreff auf Instagram
