Financial Market Newsletter

The development of Artificial Intelligence (AI) is on track to become the largest investment boom in U.S economic history, far exceeding the funding devoted to other major infrastructure projects such as railroads, the interstate highway system, and internet infrastructure.

U.S President Donald Trump said he is considering restricting diesel exports in an effort to curb the sharp rise in domestic fuel prices.

Global container freight rates have risen sharply amid tightening shipping capacity and stronger demand. The Shanghai Containerized Freight Index increased for an eighth consecutive week, reaching 3.688 points on Friday, its highest level since July 2024.

Global oil prices fell back toward 100 USD/barrel as shipping conditions through the Strait of Hormuz improved and diplomatic efforts to end the war between the U.S and Iran gained momentum.

The upcoming talks between the U.S President and the Chinese President are expected to be a key event this week, covering major issues ranging from tariffs to technology involving the world’s two largest economies.

Inflation in Japan slowed for the first time in 4 months, mainly reflecting the impact of Government subsidies.

The Federal Reserve (FED) raised interest rates on Wednesday for the first time in 3 years, increasing the policy rate by 0,25% to a range of 3,75% - 4%.

The Federal Reserve is expected to raise interest rates on Wednesday night for the first time since 2023, as policymakers have become less confident that inflation will cool without further FED intervention.

Global oil prices surged after Saudi Arabia announced the closure of a key crude oil pipeline due to escalating conflict in the Red Sea region.