Market news & insights

From AI chipmakers requiring physical copper supply to Japanese interest rates impacting crypto leverage, here are five unexpected cross-asset connections to keep on your Q4 radar.

Wall Street’s free pass on Big Tech infrastructure spending has expired. As Microsoft, Meta, and Alphabet prepare to report, discover the key CapEx indicators, cloud revenue targets, and interactive reaction frameworks every trader needs to watch this season.

Analyse how the S&P 500 connects to global markets. Track inverse correlations with gold and the VIX, and discover how US equity risk moves the AUD/USD.

Priced for near-flawless execution, can Wall Street's traditional banks clear an unforgiving hurdle rate in Q3? Explore how shifting deposit costs, credit loss provisions and capital markets momentum could shape the next phase of sector performance.

Bitcoin vs gold is no longer a simple safe haven comparison. These are four signs things are changing in Q4 2026.

Headline beats won't cut it: Wall Street wants proof that massive AI spending delivers real margins.