News & Insights

AI is fueling recent meme stock-like activity, as limited access to public AI investments pushes investors toward more speculative exposure, as Amol Dhargalkar noted on Reuters.

Stronger UK growth and rising geopolitical risk in focus on BBC News, with Jackie Bowie, Managing Director and Head of EMEA at Chatham Financial.

Markets enter the week on shakier footing as renewed U.S.-Iran tensions push energy risk back to the forefront and complicate the inflation outlook. Last week’s relief rally faded after ceasefire talks broke down and the U.S. moved to restrict Iranian oil flows. This sent crude higher and revived pressure across rates and risk sentiment. Meanwhile, March CPI showed headline inflation rising on energy while core pressures remained more contained. That puts this week’s PPI, trade prices, housing data, and industrial production in focus as markets assess whether inflation is broadening or growth is beginning to cool.