The technology industry showcased profound contradiction. A debt-fueled gold rush into AI, fueled by nearly $400 billion in spending this year, ran parallel to mass layoffs. Companies like Microsoft, Intel, and Salesforce cut thousands of jobs, aggressively reallocating resources toward that same AI future.
The week ending September 26, 2025, showed global market divergence driven by new U.S. tariffs and rate speculation. The S&P 500 fell 0.3%, supported by in-line inflation data (core PCE at 2.9%) which maintained rate cut hopes. Conversely, India suffered a sharp 2.7% loss due to pharma tariffs and FII outflows. Australia proved resilient, gaining 0.16% from mining sector strength.
Global Markets Week in Review: Tariff Tremors and Rate Speculation Rattle Equities Read More »
U.S. tech giants announced massive investments to establish the UK as a premier AI infrastructure hub. Microsoft pledged a landmark $30 billion investment, alongside £5 billion from Google and £11 billion from Nvidia. This push creates a strategic U.S. technological sphere of influence in Europe and targets land and stable electrical power for data centres.
The IT Industry This Week: Strategic Alliances, AI Autonomy, and a New Geopolitical Map Read More »
The week ending September 19, 2025, was defined by sharp global policy divergence. The Fed’s first interest rate cut in nine months fueled a record-setting U.S. rally, with the technology-centric Nasdaq Composite surging 2.2%. Conversely, European central banks maintained a cautious, hawkish posture. Meanwhile, weak data confirmed China’s deepening economic slowdown, and Japan took a historic step to unwind its vast ETF holdings.
Global Markets Weekly Review: Fed Rate Cut Fuels U.S. Rally Amidst Global Divergence Read More »
The week ending September 12, 2025, saw IT’s rapid transformation. AI aggressively integrated into enterprises with investments. Apple launched the ultra-thin iPhone Air, a strategic design gamble. A historic cyberattack exposed the fragility of the supply chain. Regulators tightened global tech oversight.
Global equity markets surged on hopes of an impending U.S. Federal Reserve interest rate cut, fuelled by softening economic data. This “risk-on” sentiment lifted indices worldwide, with the Nasdaq and Nikkei reaching new highs. However, the ECB’s hawkish stance created policy divergence, making the global rally narrowly focused and potentially fragile.
Global Markets Rally on Fed Hopes as Policy Divergence Emerges Read More »
