There are growing expectations that US natural gas demand is set to jump in the coming years, driven by increasing LNG export capacity, and stronger demand from the power sector with further investment in data centres. But how much potential demand could we see in the years ahead?
Nothing – not even the news that SoftBank sold its entire Nvidia stake could spoil market sentiment yesterday, as investors bought into the optimism that the US government shutdown will finally end! Yes, after 41 days, the US government will reopen, and the data drought will come to an end.
Last week ended with slowing appetite after the Federal Reserve (Fed) cast doubt on another 25bp cut in December and Big Tech earnings failed to impress investors despite beating lofty expectations. But nearly two-thirds of S&P 500 companies have already reported earnings, showing more than 10% year-on-year growth — higher than analysts had expected and marking the fourth consecutive quarter of double-digit earnings growth, according to FactSet.
At yesterday's GTC conference, Nvidia CEO Jensen Huang unveiled a fresh round of partnerships with Nokia, Palantir, Uber, and the US Department of Energy.
Major global indices climbed yesterday — many to fresh all-time highs — on news that the US and China are inching closer to a trade deal that would prevent the two countries from imposing triple-digit tariffs on their mutual exports.
Trade worries resurfaced yesterday — yes, resurfaced instead of easing — after reports that the Trump administration is considering new restrictions on software exports to China. Are we surprised? Not really.
Poland's industrial output surprised positively in September, but the outlook is uncertain as some auto producers plan plant closures and production pauses by the end of 2025. Wage growth in services is easing; employment is falling amid labour shortages. Policymakers may await more data before resuming rate cuts in 2026
Republican Congressman Tim Moore, a member of the powerful House Financial Services Committee, has come under scrutiny after disclosures revealed he made leveraged bets against U.S. small-cap companies. His trades, involving millions of dollars, highlight not only his aggressive investment style but also raise broader questions about lawmakers’ involvement in the stock market.