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 »
The first week of September 2025 marked a pivotal moment for tech, with OpenAI launching its advanced GPT-5, signifying a major leap in AI capabilities. This acceleration was met with increased accountability, exemplified by Anthropic’s $1.5 billion copyright settlement and China’s new law mandating AI content labelling. This convergence points to a new era of “managed innovation”.
The Week in Tech: GPT-5 Unleashed, a $10 Billion Chip War, and AI’s Moment of Reckoning Read More »
The week ending September 5, 2025, saw a fractured global market. U.S. stocks rallied to new highs on Federal Reserve rate cut hopes, interpreting weak jobs data as “bad news is good news”. Europe declined significantly due to sovereign debt fears. Asia mostly gained, while Australia fell. Gold surged as a safe-haven, contrasting with slipping oil prices.
The week ending August 29, 2025, was marked by contradictions, with OpenAI’s GPT-5 launching into an AI arms race with Microsoft and Google. Simultaneously, a global cybersecurity alert warned of state-sponsored hacking, and U.S. chip trade policy with China created uncertainty. This led to a tech-led market sell-off, as investors questioned the viability of the AI boom.
Global markets diverged sharply in late August 2025. US and Australian equities rose on hopes of a Fed rate cut, while new US tariffs had an impact on Indian markets and the rupee. Mainland China surged on liquidity, contrasting with Hong Kong’s earnings-led slump. Europe faced inflation and political jitters, setting a volatile September.
Global Markets at a Crossroads: Tariffs and Rate Cut Hopes Define a Volatile Week Read More »
