
Tech Stock Positioning Nears Neutral as Investor Rotation Enters Final Phase, Deutsche Bank Says
Jul 27, 2026 09:04 am UTC| Insights & Views Business Technology
Investor positioning in large-cap technology stocks has fallen sharply from previously elevated levels and is now close to neutral, signaling that the ongoing rotation away from the sector is largely complete, according to...
UK Growth Stumbles as Services PMI Slips Into Contraction
Jul 24, 2026 13:00 pm UTC| Insights & Views
UK flash services PMI fell short of expectations, whereas flash manufacturing PMI was still expanding but also slowed from the previous month. While manufacturing came in at 53.1below the earlier 53.9 but still above...
UK Retail Sales Beat Forecasts as Heatwave and World Cup Spark Strong Rebound
Jul 24, 2026 09:53 am UTC| Insights & Views
UK retail sales volume soared in June; month-on-month growth reached +1.0% against an anticipated -0.3% drop; year-on-year data showed +4.2% versus the +2.3% prediction. The robust performance came after a respectable...
Commodities Ignite: Wheat, Corn, Soybeans, and Coffee Rally on Weather, War, and China Demand
Jul 24, 2026 08:39 am UTC| Insights & Views
Amid a strong combination of geopolitical conflicts and bad weather, wheat and maize futures have shot upward. Along with poor US crop conditions in Hard Red Winter regions ranking among the lowest in three decades and...
Oil on Edge: Shipping Chokepoints Push Prices Higher
Jul 23, 2026 14:57 pm UTC| Insights & Views
Rising concerns the fighting may spill over across Gulf shipping lanes, the US-Iran conflict has turned into a sustained effort of strikes now approaching a 12th consecutive night. As Houthi attacks on Saudi vessels in the...
ECB Holds Fire: Rates Unchanged, But Pressure to Pivot Remains
Jul 23, 2026 13:59 pm UTC| Central Banks Insights & Views
The ECB left policy untouched in its July 23, 2026 decision, maintaining the deposit facility at 2.25%, the main refinancing rate at 2.40%, and the marginal lending facility at 2.65%. Following the June increase, the...
UK Gilts Surge as Markets Price Higher-for-Longer Rates and Hawkish BoE
Jul 23, 2026 09:42 am UTC| Central Banks Insights & Views
Long end of the curve especially sees rising UK gilt yields as investors price in more hawkish Bank of England and more inflation pressure. With 20-year and 30-year rates reaching their highest levels since 1998 and the...