Market news
Crypto, stocks, forex and macro, aggregated for traders.
ING: German Reform Package Supports Growth Narrative
ING analyst Carsten Brzeski highlights a new German government reform package aimed at cutting red tape, boosting labour market flexibility, and capping healthcare and pension costs to revive the growth narrative.
Asian Stocks Shed $730B as AI, Semiconductor Rout Worsens
Asian equities lost more than $730 billion in market value as a selloff in AI and semiconductor stocks intensified.
US Beef Prices Hit Record Highs as Cattle Herd Shrinks
US beef prices remain near record highs with ground beef up 13% YoY and steak up 16% YoY, driven by the smallest cattle herd in decades. Consumer demand stays strong, with Fourth of July beef sales rising by $352 million from last year.
S&P 500 Shows Strong July Seasonality With 11-Year Winning Streak
Historical data shows the S&P 500 averages a 2.5% gain in July, over four times the average of other months, and has not declined in July for 11 consecutive years. The index has also posted 24 all-time highs in 2026, historically leading to further gains.
Thailand's Economy to See Narrow Rebound, BoT Rate Steady: UOB
UOB economists expect Thailand's 2Q26 to start stronger than feared, supported by exports and technology-linked investment, but domestic demand remains weak and the Bank of Thailand is seen holding rates steady.
Rabobank: Central Banks Shift to Data-Driven 'Framework Guidance'
Rabobank strategist Michael Every notes that central bankers, including Fed Chair Warsh, are moving away from traditional forward guidance toward data-driven 'framework guidance,' influenced by AI, new inflation measures, and reduced public transparency.
MANN shifts to longer hold bias on inflation persistence
An economist known as MANN says the trade-off between inflation risk and economic activity has led them to place more weight on inflation persistence, shifting their view towards a longer hold and potentially a need to lean against that risk.
Societe Generale: USMCA Annual Reviews Prolong Mexico Uncertainty
Societe Generale's Dev Ashish says the US decision to opt for annual USMCA reviews instead of a 16-year extension prolongs policy uncertainty for Mexico while leaving near-term trade flows intact.
US Hiring Plans Slump 44% in June as Underlying Weakness Persists
US employers announced 10,933 new hiring plans in June, down 44% from May. Year-to-date, hiring rose 10% overall but only due to a 167% surge in tech; excluding tech, plans fell 1% YoY.
US Stock Indices Open Higher, S&P 500 and Dow Lead Gains
The S&P 500 rose 0.26%, the Dow Jones added 0.54%, and the Nasdaq edged up 0.03% at the opening bell.
US Teen Summer Employment Hits Record Low Since 1948
US high school students face the weakest summer job market since 1948, with employers expected to hire only about 790,000 teenagers from May to July—the lowest level on record.
Germany Unveils Reform Package with Bureaucracy Cuts and Tax Tweaks
Commerzbank analyst Dr. Ralph Solveen reviews Germany's new coalition reform package, which focuses on reducing bureaucracy, adjusting labor market rules, and making modest tax changes.
US Jobless Claims Drop to 215K in Latest Week
The US Department of Labor reported that initial jobless claims fell to 215,000 for the latest week, indicating a tightening labor market.
US June Nonfarm Payrolls Rise 57,000, Missing 113,000 Estimate
US nonfarm payrolls increased by only 57,000 in June, falling well short of the 113,000 consensus estimate and down from a revised 172,000 in May, pointing to a cooling labor market.
U.S. Adds 57,000 Jobs in June, Misses Expectations; Unemployment Falls to 4.2%
The U.S. economy added only 57,000 jobs in June, well below the forecast of 114,000. The unemployment rate declined to 4.2%, beating the 4.3% estimate, while May's figure was revised down by 43,000 jobs.
OpenAI Offers Trump Administration 5% Stake to Ease Regulatory Hurdles
OpenAI has reportedly proposed giving the Trump Administration a 5% equity stake in the company to remove political obstacles, according to the Financial Times. The move is part of a broader plan to involve the public in AI upside.
ING: Dollar Sell-Off Retraced on Jobs Data
ING's Chris Turner notes that the dollar sell-off following Kevin Warsh's Sintra appearance has been retraced, as markets conclude the new Fed Chair is comfortable letting data drive policy.
SCALAR Framework for Quantum Circuit Analysis Announced by Researchers
A team from Texas A&M University, Nvidia, and Los Alamos National Laboratory has introduced SCALAR, a neuro-symbolic framework that uses quantum simulation, symbolic hypothesis generation, and a large language model to find relationships in quantum circuits.
Oil Prices Slide After Triangle Breakdown, Iran Deal Hopes
Crude oil prices fell after breaking out of a triangle pattern, with renewed hopes for an Iran nuclear deal adding downward pressure.
Cloudflare to Block Mixed AI Web Crawlers by Default from September 15
Cloudflare will start blocking mixed AI web crawlers that combine search, training, and agent functionalities on all pages by default, requiring separate solutions for each type.
Russia Vows Security Measures as Europe Escalates Tensions
The Kremlin stated Europe is escalating tensions, prompting Russia to take security measures. Military chief briefed Putin on a massive strike targeting Kyiv and other locations, with Russia set to continue pressure on the 'Kyiv regime'.
Brent Crude Falls to Four-Month Low Near $71.57 on Geopolitical Easing
Brent oil has dropped to a four-month low near $71.57 per barrel as geopolitical developments ease inflation concerns, according to Deutsche Bank.
Gold Faces Headwinds From Higher Rates and Stronger Dollar, Needs New Catalyst
Gold entered 2026 as a top performer but now faces pressure from rising interest rates and a stronger US dollar, with market participants waiting for a fresh catalyst to drive the next move.
Gold Enters Payroll Credibility Test as Labor Market Expectations Soften
Gold faces a credibility test on payroll day as softer labor market expectations shift Treasury positioning and challenge Federal Reserve policy credibility.