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Derivatives

The Global Oil Glut Returns as High Prices Crush Demand

The global crude oil market is moving back towards oversupply, according to analysts from Goldman Sachs and JPMorgan, with demand destruction from high prices causing fears of a de…

Equities

AI Meets Politics: A New Test for Tech Stocks

Arista Networks reported strong third-quarter results, driven by surging AI demand, prompting management to double its 2027 AI networking revenue target to $7 billion. Despite robu…

Foreign Exchange

Tech Collapses, FX Shrugs

A delayed reaction to the Democrat blue wave has seen some powerful selling of tech stocks. A little surprisingly, the reaction in FX markets has remained very muted. FX participan…