XP raises Brazil’s Ibovespa year-end target to 190,000 after strong January rally

The Ibovespa, Brazil’s stock market benchmark, has started the year strongly, prompting XP Investimentos to raise its base-case year-end target for the index to 190,000 points from 185,000. The revision follows a January rally that saw Brazilian equities advance, placing the country among the world’s top-performing markets. In its monthly strategy note, XP’s strategists wrote… Continue reading XP raises Brazil’s Ibovespa year-end target to 190,000 after strong January rally

Why Oracle stock is up around 3% today

Oracle shares were higher on Monday after the company disclosed plans to raise between $45 billion and $50 billion in funding as it accelerates investment in cloud infrastructure designed to support artificial intelligence workloads. The stock climbed about 2.5% as investors digested details of the financing strategy, which underscores the scale of Oracle’s ambitions in… Continue reading Why Oracle stock is up around 3% today

Morning Brief: Asian stocks slide as Korea tumbles; China manufacturing grows

Asian markets opened the week under heavy pressure as a sharp selloff in South Korean equities set the tone for the region, while investors weighed mixed signals from China’s manufacturing sector, steep losses in precious metals, sliding oil prices, and a major leadership development at Walt Disney. Asian markets lead declines as South Korea tumbles… Continue reading Morning Brief: Asian stocks slide as Korea tumbles; China manufacturing grows

South Korean stocks tumble as AI doubts and rate jitters trigger sharp selloff

South Korean equities slumped on Monday, leading declines across Asian markets, as uncertainty over interest rates and fresh doubts about the sustainability of artificial intelligence-related spending weighed heavily on technology shares. The benchmark Kospi fell as much as 5%, its steepest intraday decline since Nov. 5, prompting authorities to temporarily halt trading, according to an… Continue reading South Korean stocks tumble as AI doubts and rate jitters trigger sharp selloff

Strait of Hormuz fears and low EU storage reignite uncertainty over European gas prices

European gas prices, already on a downward trend, face fresh uncertainty after heightened rhetoric between the US and Iran, fueled by statements from President Donald Trump, reignited fears over the security of the vital Strait of Hormuz—a transit point for a crucial one-fifth of the world’s seaborne LNG deliveries. LNG shipments from US terminals are… Continue reading Strait of Hormuz fears and low EU storage reignite uncertainty over European gas prices

What Kevin Warsh’s Fed nomination could mean for stocks, crypto, and risk assets

The financial world shifted on its axis this Friday as President Donald Trump officially nominated Kevin Warsh to succeed Jerome Powell as Chair of the Federal Reserve. This appointment is far from a mere administrative baton-pass; it represents a fundamental pivot in the world’s most powerful economic engine. Warsh, a former Fed governor and Wall… Continue reading What Kevin Warsh’s Fed nomination could mean for stocks, crypto, and risk assets

Falling birth rates could upend global economy in 20 years: here’s what to expect

One can’t move the male parent. One has to find one that commits. That’s the mismatch issue. Harvard economist and 2023 Nobel Laureate Claudia Goldin wasn’t speaking about modern relationships in the abstract; she was diagnosing why birth rates are collapsing across the developed world. In an email conversation with Invezz, she reveals an uncomfortable… Continue reading Falling birth rates could upend global economy in 20 years: here’s what to expect

Verizon stock: why it’s a complete package for investors after Q4 earnings

Verizon (NYSE: VZ) has been a “disappointment” for investors in recent years. After flirting with $60 during the COVID pandemic, it bottomed out near $30 in late 2023 and is trading at about $44 currently. As higher interest rates and fierce competition bruised the telecom giant, investors started viewing it more as a high-yield trap… Continue reading Verizon stock: why it’s a complete package for investors after Q4 earnings

Evening digest: Bitcoin slips towards $80K, Trump’s Fed pick upends markets, commodities crash

Markets are closing the day grappling with a sharp mix of policy, politics, and positioning risk. Donald Trump’s nomination of Kevin Warsh for Fed chair is forcing investors to reassess the path for rates, liquidity, and asset prices. That shift is rippling across gold, crypto, and the dollar, while geopolitical tensions, from the Panama Canal… Continue reading Evening digest: Bitcoin slips towards $80K, Trump’s Fed pick upends markets, commodities crash