Rachel Reeves will not be making any tax changes next week - report

US equity dominance cracks. Tariffs, war & policy risks drive exit, leadership questioned. Supports broadening equity market leadership beyond the US.

Australia flash PMI slips into contraction as services slump and cost pressures surge Growth-negative, inflation-positive mix.

Gold oversold enough to rally, says Renaissance Macro’s DeGraaf Supports a short-term bullish bias for gold.

SIG beats earnings but sales dip. Low P/E & dividend offer value despite tariff risks.

PCTY down 11.4% despite strong earnings beat; ASUR up 8.2% on growth. PAYC up 5.4% despite weak guidance.

PLTR's premium valuation hinges on becoming the AI OS. Success means massive returns, but it's not guaranteed.

Natixis said investors are rotating out of US equities into Europe and emerging markets as valuations improve and geopolitical risks rise, while HSBC noted US resilience supported by tech and energy sectors.