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Public Markets 3h Briefing

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AI & Equity Markets

AI in fashion investing.com is moving faster than investors anticipate, UBS says, hinting at upside for apparel stocks. At the same time, AI risks EU investing.com could dampen the rally in European markets, Bof A warns.

Policy & Labour

UK labour dynamism ft.com is urged by the Tony Blair Institute, which recommends easing firing rules for high earners and lowering the minimum wage to boost competitiveness.

Emerging Market Controls

Thai gold curbs bloomberg.com take effect on March 1, aiming to curb speculative retail trading that has lifted the baht but threatened the country’s export edge.

Energy Tensions

Trump Iran oil wsj.com threatens to push crude higher, feeding inflation concerns worldwide. Yet, US strategic reserve ft.com remains untouched, with the administration saying no plans to release stockpiles.