Selected news from global markets and investment products.
In the world of finance, there's one thing you can't buy, sell, or get back — time. Compound interest, patience and long-term thinking turn time into an investor's most powerful ally.
Microsoft is reportedly preparing a new round of layoffs of under 2.5% of its workforce as it balances AI investment with margin pressure. Investor Vladimir Dimitrov argues the discount on MSFT is justified.
Wall Street entered 2026 expecting a multibillion-barrel glut. Instead, the war in Iran drove the largest energy supply shock on record and reset every forecast for the first half of the year.
Large Tech sold, defensives and SMEs bought. S&P and Nasdaq back to their 50-day moving averages. WTI tumbled to its 200-day MA; gold briefly broke $4,000. Full weekly wrap with equities, rates, commodities, US macro, crypto and reading picks.
In a 4-day US week the S&P and Nasdaq rallied on the US-Iran accord and reopening of Hormuz, despite Warsh hinting at hikes at his first FOMC. BOJ hiked 25bps to +1% (highest since 1995); Nikkei +8%. Accenture -23% on weak outlook.
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