When AI supports earnings and challenges the macro backdrop

Published on 05/04/2026 at 01:24 pm EDT

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05:56am	Se ven pocas razones para ir contra la tendencia de rendimientos más elevados sobre la deuda -- Market Talk	DJ
05:55am	APICIL Asset Management launches European-sovereignty focused fund	RE
05:48am	EUROPE POWER-German front-week down sharply on warmer weather	RE
05:45am	Ukraine attacks Russian energy sites - what has been hit?	RE
05:45am	Sports, Media, Inflation \| Pointed News Quiz	MT
05:45am	UK's Unite Union: GKN Aerospace Filton workers to strike over 3.3% pay offer - website	RE
05:43am	Global centres in India slow hiring as AI reshapes work, ANSR CEO says	RE
05:43am	EU Commission sells 2029 EU-bonds at average yield of 2.935%	RE
05:41am	Romania's current account deficit narrows to 5.34 billion euros in January-March	RE
05:40am	Samsung union leader says pay talks to continue on Tuesday	RE
05:39am	FX largely steady as global risks drive up debt yields	RE
05:35am	Indonesia rupiah hits new record low despite currency intervention, president downplays fall	RE
05:32am	China to release 2,000 metric tons of beef, mutton from state reserves	RE
05:30am	IEA chief Birol: commercial oil inventories depleting rapidly, only weeks left	RE
05:26am	Kremlin says it has 'serious expectations' for Putin's trip to China	RE

Rate hike looms in Japan amid US pressure

Inflation worries, pending Nvidia…

Fed Doves Change their Tone

Global stocks retreat and bonds wilt as oil climbs

Reply: Stronger than ever, although trading at a rare discount

Back-and-forth in Iran conflict continues - Dax retreats

	The new most important man in the world
	Gina Rinehart's Hancock Prospecting adds defence stocks to US portfolio
	Stocks called lower after Trump Iran warning
	Samsung Electronics, union hold last-ditch talks to avert strike threatening global supply chains
	Global bond rout deepens as Iran war drags on and underscores inflation fears
	China's economy loses steam at start of Q2 as consumption, output disappoint in April
	Gold edges higher from over 1-1/2-month low but higher yields cap gains
	China's CXMT expects revenue to surge as memory chip demand soars
	Estée Lauder outperforms on Wall Street, buoyed by analyst upgrade
	EU to force companies to buy components from non-Chinese suppliers, FT reports