Macro

US bond markets extended gains after a soft July employment print pushed back expectations for further Federal Reserve tightening, marking the strongest weekly performance for short-dated paper since May.

Investors await the leisure giant's second-quarter results, with focus on demand trends and cost discipline after a period of narrow trading.

Diverging results across Brazilian healthcare, insurance, and utilities highlight uneven pressure on mid-cap earnings amid broader regional volatility.

The 86-11 vote advances legislation authorizing tariffs on major Russian energy importers, now heading to the House for a final decision.

A sharp miss in July payrolls data has pushed September rate-hike odds below 50%, signaling a pivot in market expectations for US monetary policy.

The state-owned betting operator faces mounting operational risk as repeated DDoS attacks disrupt services and raise questions about IT resilience.

A tripartite agreement could ease shipping disruptions in the critical waterway, though maritime violence has surged recently across the region.

The government's small business advocate urges stamp duty exemptions as 350,000 firms face potential double taxation under new trust rules.

Equities poised for best week since April as payrolls surprise eases rate-hike concerns.

Sluggish expansion in the Philippines highlights the drag from subdued government outlays and regional geopolitical headwinds on emerging-market growth.

Kyiv's push to repurpose satellite internet for air defense faces technical hurdles, complicating defense strategy amid Russia's own satellite constellation progress.

A sharp slowdown in the US labor market has pushed bond yields lower and revived risk appetite, with tech stocks leading the charge toward fresh highs.

The administration's latest move to remove a central bank governor tests the limits of executive power and threatens to deepen market concerns over Fed independence.

The Brazilian state oil company prioritizes debt reduction and investment over special payouts, defying market expectations for a large Q2 distribution.

Households earning N150,000–N250,000 report the sharpest inflation pain, even as headline rates decelerate to 15.91% in June.

The Indian small-cap stock hit a multi-year high as strong June-quarter results triggered buying interest, prompting a regulatory inquiry into the unusual price movement.

Satellite data shows no loading activity at Tehran's main terminal for over a week, confirming a total export freeze that threatens to tighten global supply.

With Cetes offering up to 8.02% and inflation-linked Udibonos at 4.54%, Mexican sovereign debt remains a top destination for capital seeking yield in a volatile global market.

Joint military action in Iraq reignites supply disruption fears, pushing energy markets higher as traders assess the risk to Gulf infrastructure.

The Caroline Bezengi incident adds to shipping risk in the Gulf, where freight costs have surged amid route volatility.

Latest anti-bunkering raid underscores persistent supply leakage risks in the Niger Delta, keeping a lid on export potential.

Explosions in the Strait of Hormuz coincide with new attacks in Yemen and strikes on commercial vessels near Odesa, widening the threat to global trade routes.

Traders are monetizing elevated implied volatility in energy equities by selling puts on cash-rich majors, betting on downside protection from record free cash flow.

Privatisation Commission receives expressions of interest for majority stake in Faisalabad utility, signalling growing foreign appetite for Pakistan's infrastructure assets.

The Kirkuk-Baniyas pipeline is moving significant volumes, underlining Syria's role as a strategic bypass to the Strait of Hormuz for Iraqi crude.

Guardian Real Estate pays BRL 0.083 per unit, delivering a monthly yield above 1% for investors registered on the July 30 record date.

Rising crude prices and strength in commodity-linked stocks pushed London's blue-chip index to record territory, extending the rally that recently lifted the FTSE 250.

Oil India and Hitachi Energy post profit growth as the fiscal 2027 season begins, while HGS slips into a loss.

Richmond Fed President Tom Barkin says low hiring rates persist without fueling price pressures, reinforcing the case for a steady policy stance.

The STOXX 600 gained 0.4% on Friday, with technology shares leading the recovery from recent declines amid easing energy price pressure.

UAE state oil giant reaffirms commitment to customer deliveries despite regional tensions, highlighting ongoing logistics diversification efforts.

The massive capital outlay underscores the scale of US defense spending as military operations in the Middle East continue to drive up fiscal costs.

Escalating violence in a key crude-producing region adds to existing risks for Saudi infrastructure and global energy transport routes.

Russ Savage's aggressive accumulation of shares in rival Celsius Holdings signals a potential activist campaign following the company's recent earnings miss.

The Fed governor's comments reinforce the case for a measured policy approach as markets await the upcoming rate decision.

A Romanian company is positioning itself to acquire a third of the uranium cargo immobilized at Niamey airport, according to documents obtained by Jeune Afrique and MDMG Sahel.

Investors are rotating into risk assets following a dovish US jobs print, while defense stocks gain on strong results. Oil prices remain under pressure from rising gas inventories.

Ruling forces Trump administration to seek Congressional approval for the East Wing development, triggering immediate legal and political fallout.

The state-owned producer’s results underscore India’s push for domestic energy security, with new finds in the Andaman Basin and Assam boosting output.

President's comments on listing the state oil firm add a major catalyst to the NGX, where corporate profits have risen amid ongoing reform efforts.

Analysts warn that Beijing's purchasing volumes now outweigh geopolitical risks in setting global crude valuations.

Jamaat-e-Islami demonstrations in Islamabad, Rawalpindi and Karachi block highways, intensifying pressure on the government's daily fuel pricing mechanism amid rising inflation.

Ghana's state-owned utility reports full-year 2025 net income of US$66.2 million, driven by improved energy generation and renewable capacity additions.

Athens finalizes zoning framework after public consultation, setting stricter parameters for future hospitality development and capital allocation.

Influx of low-cost foreign palm oil threatens margins for local processors despite recent record output and major capacity expansions.

Mozambique’s business lobby pushes for foreign capital in energy and infrastructure during high-level US discussions.

The softening private-sector data contrasts with stronger US activity, adding nuance to the Bank of Canada's rate outlook.

Foreign currency holdings rose 1.4% to offset a 2% decline in gold value, signaling stability in the central bank's buffer despite ongoing external pressures.

Softer oil prices and dovish central bank policy drove Indian government bond yields lower, marking a shift in sentiment after weeks of pressure.

Investors await the Federal Reserve's policy move and upcoming CPI print, which will clarify the trajectory for US Treasury yields and the dollar.

Diplomatic friction over the Strait of Hormuz persists, keeping shipping risk premiums alive in energy markets despite US optimism on a breakthrough.

Traders are repricing the curve higher even as the Federal Reserve keeps its benchmark unchanged, signaling growing anxiety over inflation persistence.

German equities hit a historic milestone driven by falling energy costs and dovish central bank signals, with investors now eyeing key US economic prints.

Kone, Kesko, and Caruna headline a summer of billion-euro deals, as experts point to a fundamental change in how Nordic firms approach growth.

A CBN survey reveals that high energy prices continue to suppress consumer spending on durable goods, even as headline inflation shows signs of cooling.

NOAA forecasts an 81% chance of a strong event, while JPMorgan warns of a 0.3 percentage point inflation hit next year.

Carriers are retaining elevated fares even as jet fuel costs plunge following the diplomatic breakthrough, signaling that lower energy bills will not immediately translate into cheaper travel for consumers.

The unexpected drop in non-farm payrolls signals a sharp deterioration in hiring, raising the probability of aggressive Federal Reserve easing in the coming months.

The London-listed oil and gas producer says the offer undervalues the business, adding to a wave of rejected foreign bids for UK firms this week.

The EV maker raised ₹780 crore via QIP and plans an energy storage launch, even as shares fell for a third session.

Producer price inflation figures drive volatility as traders assess margin risks against surging Gulf freight rates.

The oil-tube maker’s second-quarter results underscore the immediate revenue drag from Strait of Hormuz disruptions, with net sales falling 4% year-over-year.

The Argentine gas transporter's earnings beat highlights shifting energy demand patterns in the region, with liquids now driving the bulk of revenue growth.

The Indian engineering giant's aggressive expansion plans for unmanned systems arrive as drone stocks rally on reports of potential US government funding.

Soaring freight rates for Iraqi crude highlight persistent logistical bottlenecks in the region, adding a new cost layer to global energy supply chains.

PBOC extends 21st month of gold purchases while currency reserves tick up, signaling continued diversification away from US Treasuries.

The asset manager is pivoting away from long-dated bonds, citing geopolitical tensions and fiscal uncertainty while targeting yields above 4% in shorter maturities.

Elevated crude prices from the ongoing war have driven a windfall for producers, with three Nigerian firms alone reporting N7.05 trillion in revenue.

Strong labor market figures reinforce Chairman Kevin Warsh’s hawkish stance, pushing markets to price in a rate increase at the next FOMC meeting.

Investors are ignoring bullish broker calls on the Danish logistics giant, driven by persistent worries over operational challenges in its road transport division.

The Sensex fell 456 points on Friday, ending a brief two-day rebound as financial stocks dragged and crude prices weighed on sentiment.

International benchmarks point to cuts of over 10 cents per litre for diesel and gasoline starting Monday, though final pump prices hinge on government tax decisions.

Power demand from neighboring countries surges as low water levels disrupt hydro generation, turning a climate shock into a revenue windfall for Sofia.

Stronger-than-anticipated profit growth across the continent lifts blue-chip sentiment, with energy sector leading the charge in the latest reporting season.

The White House imposed a 15% levy and price floors on the key raw material, shielding domestic producers from Chinese competition.

The Southeast Asian economy outperformed Bank Negara's 4-5% forecast, signaling resilience despite persistent energy supply shocks and broader global uncertainty.

Diesel and gasoline are projected to fall sharply, reversing weeks of rising costs as international benchmarks cool.

Philippine equities posted modest gains as investors capitalized on lower valuations, though caution kept trading volumes subdued.

Minidollar contracts fell 0.19% to 5,142 points, diverging from the stronger US dollar abroad. Traders brace for increased volatility ahead of key US labor market data.

A prominent market strategist contends that elevated bond yields represent a new baseline rather than a temporary spike, challenging the view that a near-term rally is imminent without a shift in Federal Reserve policy.