Plus, a look at Nvidia’s potentially record-breaking AI investment.

While bond yields are more attractive than cash, the market will remain volatile due to geopolitical risks and concerns about the sustainability of public finances.

Plus, a look at the lagging performance of healthcare and consumer defensive stocks.

When almost everything is trading at a high level, a measure of caution is warranted for investors.

Headline inflation has come in above August’s reading, but the ECB easing cycle appears to be over for 2025.

After a tariffs-driven exodus, European investors are pouring back into US stock ETFs to ride the AI-driven rally.

Short-term yields are falling as the US Fed cuts interest rates.