Latest Industry Trends News
US Supreme Court IEEPA Tariff Ruling Boosts Equities
The Supreme Court's ruling on IEEPA tariffs provided relief to US equity markets amid AI growth concerns. Large-cap tech stocks rebounded, lifting S&P 500 and Nasdaq 100 by 1.1% last week. Dow Jones gained 0.3%.
WTI Crude Oil Surges Past $66 on US-Iran Tensions
Escalating US-Iran tensions drove WTI crude above $66/barrel, a six-month high, with risks to Iran's 3.3 million bpd production. Russia-Ukraine talks failed, maintaining sanctions on Russian crude.
Global oil production rose to 106.6 million bpd in January 2026.
Gold Prices Climb Above $5,000 Amid Geopolitical Risks
Geopolitical tensions propelled gold prices over $5,000 as a safe-haven asset. This surge accompanies oil's rally driven by Middle East conflicts.
Nvidia Earnings Set for February 25 as AI Bellwether
Nvidia reports fiscal Q4 2026 earnings on Feb 25, pivotal for AI sector sentiment. Investors eye AI infrastructure demand amid competition and China export concerns after 62% prior revenue growth.
Peers like AMD and Microsoft signal continued high AI demand.
US Flash PMIs Show Growth Slowing to Ten-Month Low
February flash PMIs indicate US business activity at a ten-month low, possibly due to weather, lagging UK and Japan expansions. Above-average price growth persists, blamed on tariffs and affordability hitting exports.
Japan Economy Hits 33-Month PMI High, Eyes Rate Hikes
Japan's PMI expansion reached a 33-month high; BoJ at 30-year rate peak, further tightening likely. Upcoming industrial production and Tokyo CPI data key for policy.
Australia CPI Data in Focus After RBA Rate Hike
RBA hiked rates first since 2023, warning of more if Q1 inflation worries; CPI data this week critical. APAC industrial data from Japan, Singapore, Thailand also due.
UK PMI Growth Fastest in 22 Months, Contrasts US Slowdown
UK business growth accelerated to 22-month high in February PMIs, outpacing US expansion. Eurozone shows some momentum pickup versus US lackluster pace.
US PPI Friday to Gauge Upstream Inflation Pressures
January PPI expected to show if cost pressures eased like core CPI at 2.5% YoY low. Firm reading could signal margin compression and consumer price risks.
China Loan Prime Rate and Hong Kong GDP, Trade Data Due
China's Loan Prime Rate decision on Tuesday; Hong Kong Q4 GDP final and January trade upcoming. India Q4 GDP and other APAC indicators to influence EM trends.
Eurozone CPI Final and Economic Sentiment in Spotlight
Eurozone January CPI final, February economic sentiment, and Germany GDP Q4 final this week. France, Italy, Spain business confidence also key EMEA releases.
AI Spending Optimism from Peers Ahead of Nvidia Report
AMD and Microsoft earnings affirm robust AI demand, boosting hopes for Nvidia's positive surprise track record. Nvidia central to AI chip market for LLMs, influencing broader tech valuations.