Markets 3h

Public Markets

Commodity Markets

Gold edged higher in early Asian trading on possible position adjustments, though the precious metal dipped for a second day on reduced expectations of near-term Fed rate cuts. Meanwhile, oil gained as traders weighed the odds of a US-Iran nuclear agreement ahead of talks.

Equities

Asian stocks looked set to climb after a technology-led rally on Wall Street, while the Nasdaq bounced back following an AMD-Meta deal on AI chips. In Japan, a new corporate governance revision may unlock $840 billion in cash held by listed companies, potentially driving another wave of stock market buying.

Corporate Earnings

HSBC faces an earnings test with revenue prospects and a subsidiary buyout in focus as shares hover near record highs. Cava reported a 21% revenue rise in Q4, driven by higher prices and new restaurant openings, while Lucid cut its US workforce by 12% and reported wider losses. HP dialed down fiscal-year expectations due to rising memory chip costs, sending shares lower after hours.

Healthcare & Finance

Elevance Health executive Catherine Gaffigan highlighted utilization as a key driver of rising healthcare costs. PayPal extended its rally after a report suggested Stripe may be interested in acquiring all or parts of the company. Meanwhile, bond traders are betting on Fed cuts continuing into 2027 instead of raising rates.

Private Equity

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Sector Investment

Sector Investment

Renewables adaptation continues as US developers gain clarity on FEOC compliance pathways following new guidance.