September 14, 2026

Daily commentary

The trading session was dominated by a sell-off in the tech sector after Dario Amodei, CEO of Anthropic, called for slowing the pace of AI development—with the backing of Sam Altman and Elon Musk—which hit the indices most exposed to semiconductors; Trump rejected the idea and described the calls for greater controls...
September 7, 2026

Market Flash

The summer slowdown in the U.S. labor market reversed in August. The monthly report released on Friday showed the creation of 162,000 jobs, a sharp turnaround from the July figure, which was revised upward to 21,000. The August gain was nearly three times the estimates of most...
September 4, 2026

Daily commentary

The trading session in the U.S. closed with moderate losses following the August jobs report, which came in stronger than expected with 162,000 nonfarm payrolls and an unemployment rate that remained steady at 4.1%. The data raised the probability of a rate hike at the Fed’s September 16 meeting to just over 60%, up from...
August 31, 2026

Daily commentary

Global markets closed lower after the United States and Iran exchanged attacks for the first time in nearly a month, with U.S. forces striking an island in the Strait of Hormuz and Iran responding with attacks on the United Arab Emirates and Jordan. Oil prices soared as...
August 27, 2026

Daily commentary

A day of strong risk appetite in global markets, with the Nasdaq rising 1.6% and the S&P 500 0.7%, driven by Nvidia, which surged 8.5% after projecting revenue growth of approximately 70% for the next fiscal year, reinforcing the narrative that the AI investment cycle is far from...
August 26, 2026

Daily commentary

The trading session in the U.S. closed with slight, mixed movements, as investors adopted a wait-and-see approach ahead of Nvidia’s after-hours earnings report—a key indicator of the state of the artificial intelligence sector. The Nasdaq rose 0.1% and the S&P 500 gained 0.1%, while the Dow Jones fell 0.1%. In Asia, the mood was more positive, with the Nikkei...
August 26, 2026

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August 25, 2026

Daily commentary

The global trading session was marked by a rally ahead of Nvidia’s earnings report, which snapped a seven-session losing streak ahead of Wednesday’s report. In the U.S., the Nasdaq rose 0.7%, the S&P 500 0.3%, and the Dow Jones 0.3%; overseas, the Nikkei gained 0.5%, the Kospi 0.7%, and the Stoxx...