June 3, 2026 1:59 pm
Key Moments Barclays turned more cautious on digital IT services, cutting EPAM Systems and Grid Dynamics to Hold and signaling greater downside than upside in current demand trends. The bank highlighted sharply lower valuations, with the group trading at an average price-to-earnings multiple of 9 times and 8 times on 2026 and 2027 estimates after […]
Read moreJune 3, 2026 1:51 pm
Key Takeaways Jefferies sees European REITs as a compelling mix of growth and value amid improving real estate fundamentals. Logistics, residential, healthcare, and data center REITs are among the most attractive segments. The sector benefits from stabilizing yields, improving sentiment, and renewed investor inflows. European REITs Regain Investor Attention :contentReference[oaicite:0]{index=0} has identified European real estate […]
Read moreJune 2, 2026 1:46 pm
Key Takeaways Small biotech companies are adopting AI faster than large pharmaceutical firms, according to Tencent Healthcare leadership. Limited resources push smaller firms to use AI to improve efficiency in drug discovery and development. Larger pharma groups face structural and workflow challenges that slow AI integration. Smaller Biotechs Move Faster on AI Small biotech firms […]
Read moreJune 1, 2026 1:43 pm
Key Takeaways SpaceX’s latest Starship test flight showed improved technical performance, reinforcing confidence in its next-generation launch system. Analysts say continued progress strengthens the company’s long-term IPO narrative, even though no listing plans have been confirmed. Key challenges remain around orbital reliability, reusability targets, and long-duration mission validation. Starship Progress Supports Long-Term Investor Narrative SpaceX’s […]
Read moreMay 29, 2026 9:27 am
Key Moments AUD/USD faces renewed selling interest near the mid-0.7100s after failing to extend its recovery from below 0.7100.
Read moreMay 29, 2026 7:54 am
Key Moments EUR/JPY traded around 185.40 during Asian hours on Friday after ending a five-day winning streak. The pair remained above its nine- and 50-period EMAs, with the 14-day RSI near 53 signaling moderate bullish momentum. A move above the descending channel near 185.70 could open the way toward 187.95, while support starts at the […]
Read moreMay 29, 2026 6:15 am
Key Moments USD/JPY trades marginally higher near 159.32 in Asian hours, with the trend still supported above the 20-day EMA at 158.78. Tokyo CPI ex Fresh Food slowed to 1.3% YoY in May, below both the 1.5% consensus and prior reading, remaining under the BoJ’s 2% target for a fourth straight month. Japan’s Finance Minister […]
Read moreMay 28, 2026 1:46 pm
Key Moments Dollar Tree shares jumped +19.3% in pre-market trading after the company reported first-quarter adjusted diluted EPS of $1.74, 12.6% above consensus estimates of $1.55. The retailer lifted its full fiscal year 2026 adjusted diluted EPS forecast to $6.70-$7.10 and projected net sales from continuing operations of $20.5 billion-$20.7 billion. Dollar Tree repurchased 5.5 […]
Read moreMay 28, 2026 9:27 am
Key Moments GBP/JPY rebounded to the 213.80 area after touching weekly lows near 213.33, but it remained on track for a fourth straight daily decline. Rising Oil prices linked to escalating US-Iran hostilities weighed on the Japanese Yen, given the pressure higher energy costs pose for Japan’s import-reliant economy. Technical signals pointed to a corrective […]
Read moreMay 28, 2026 8:46 am
Key Moments AUD/JPY extended its pullback for a second straight session after retreating from the 114.35 area, a near two-week high. Softer Australian employment and inflation data have reduced expectations for an RBA rate hike, weighing on the Australian Dollar.
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