Taiwan’s January exports jumped 69.9% year‑on‑year to a record $65.77 billion, marking the 27th straight month of growth. Imports also rose sharply, yielding an $18.89 billion trade surplus, up 87.7%. The surge was led by AI‑related tech, information and audio/video products, and electronic components, with the United States buying a record $21.28 billion. Export gains were broad‑based, spanning machinery, base‑metal and mineral‑product sectors, though plastics and rubber lagged behind.

UK bond markets reacted sharply on Monday after a series of high‑profile Downing Street resignations, with the 10‑year gilt yield climbing to 4.62% – a ten‑basis‑point surge that set a three‑month high. The departures, including communications chief Tim Allan and...

Web Summit Qatar has rapidly become the Middle East’s largest tech gathering, drawing a record 30,274 attendees from 127 countries in 2026. The event’s growth provides African startups—from fintech to agritech—direct access to Gulf investors, system integrators, and global partners....

The Indian rupee closed at 90.74 per U.S. dollar on Monday, down 9 paise after a volatile session that swung between a high of 90.37 and a low of 90.77. Traders linked the movement to the newly announced India‑U.S. interim trade...

KraneShares has launched the CSI China Internet UCITS ETF (ticker KWEBI) on the London Stock Exchange, giving European investors direct exposure to offshore‑listed Chinese internet and e‑commerce firms. The fund tracks the CSI Overseas China Internet Index, charges a 0.75%...

Zydus Lifesciences reported a 30% year‑on‑year revenue increase to ₹68.6 bn in Q3 FY2025‑26, driven by strong performance across pharmaceuticals, consumer wellness and medtech. Adjusted net profit rose 9% to ₹11.1 bn, while EBITDA grew 31% to ₹18.2 bn, lifting margins to 26.5%....
Taiwan’s benchmark Taiex index closed 1.96% higher at 32,404 points, gaining over 600 points after a late‑week U.S. market rally. The surge was led by AI‑related chips and electronics firms, with MediaTek up 7% and Winbond jumping 10%, while TSMC...

Southern Nevada’s housing market shifted toward buyers in January as price growth cooled and inventory surged. The median price of a single‑family home held at $470,000, 3.1% lower than a year earlier, while listings rose 18.7% year‑over‑year, creating a near...

China’s leading hog breeder Muyuan Foods raised roughly HKD 10.7 billion (US$1.4 billion) in its Hong Kong H‑share offering, pricing at HKD 39 per share. The IPO was heavily subscribed, with domestic demand 5.88 times and the international tranche 8.62 times, and attracted...

Southeast Asia’s cybersecurity sector saw venture funding plunge to US$24 million in 2025, a 40 percent decline from 2024 and a stark contrast to the US$533.6 million peak in 2021. All three rounds were early‑stage, with no late‑stage deals recorded, reflecting a more...
China's primary aluminum sector, producing about 44 million tons annually, has seen its CO₂ emissions likely peak in 2024. The peak stems from a massive geographic shift moving roughly 13 million tons of output from coal‑heavy provinces to hydro‑rich regions such as...

South Africa’s National Youth Development Agency (NYDA) is inserting itself into Mining Indaba 2026 to confront longstanding barriers that keep young South Africans out of the mining and energy sectors. The agency is lobbying for policy changes, earmarked funding for...

Turkey recorded a historic tourism peak in 2025, welcoming roughly 63.9 million visitors and generating $65.2 billion in revenue. Visitor numbers rose 2.7% year‑over‑year, while tourism earnings climbed 6.8%, surpassing government targets. The market mix featured 52.8 million foreign tourists and 11.1 million Turkish...
Japan's average monthly household spending rose 0.9% year‑on‑year in 2025, marking the first increase after three consecutive years of decline. The gain was driven by higher outlays on education, entertainment and automobiles, while food expenses fell 1.2% as consumers curtailed...

The DoubleLine Weekly Market Update for the first week of February 2026 highlights a mixed equity landscape, with technology stocks delivering the strongest upside while other sectors lagged. Bond markets saw yields climb as inflation expectations solidified, prompting a modest...

Omega Healthcare Investors reported a stronger‑than‑expected fourth‑quarter 2025, posting EPS of $0.55 versus the $0.49 consensus and adjusted FFO of $0.80 per share, beating estimates. The REIT lifted its 2026 AFFO outlook to $3.15‑$3.25 per share, slightly above analyst expectations....
Toyota announced a 43% drop in quarterly profit and named its CFO, Kenta Kon, as the new chief executive and president effective April. Kon, a veteran with expertise in automated driving, will replace Koji Sato, who will stay on as...
The U.S. Geological Survey’s 2026 mineral commodities summary shows the United States now imports 100% of 16 of the 90 non‑fuel minerals it tracks, up from 15 a year earlier, and relies on foreign sources for more than half of...
Iran’s inflation, hovering around 20% and spiking above 40% during sanctions, has become a structural feature of its macro‑economy. The country’s fragmented exchange‑rate system, fiscal deficits financed by the central bank, and dominant state‑linked enterprises perpetuate price pressures. Analysts argue...
Heliostar Metals announced the first gold pour from its newly restarted San Agustin mine in Durango, marking its second operating asset after La Colorada. The open‑pit mine is projected to deliver roughly 45,000 ounces of gold from existing reserves, prompting...

BMO Asset Management announced the launch of three new MSCI‑based exchange‑traded funds on the Toronto Stock Exchange: the BMO MSCI Canada IMI High Dividend Yield Index ETF, the BMO MSCI EAFE Small‑Mid Cap Index ETF, and the BMO MSCI USA...

Chubb posted fourth‑quarter earnings of $7.52 per share, comfortably beating FactSet’s $6.77 consensus. The insurer’s combined ratio improved to 81.2%, well under the 84.4% estimate, driving record underwriting profitability. Investment income surged, helped by a bond‑heavy portfolio and a favorable...
DPM Metals announced a 20% increase in measured and indicated resources at its Chelopech gold‑copper mine, boosting total reserves to 1.6 million ounces of gold and 6.23 million ounces of silver. The update extends the mine’s projected life to ten years, up...
Gold options opened 2026 with record‑high activity, posting a month‑to‑date average daily volume of 73 K contracts for monthly tenors and 30 K for weekly. Spot gold surged past $5,000 per ounce, driven by a weaker dollar and heightened geopolitical tension, while...

In his second term, President Donald Trump pushed average U.S. import tariffs to about 18%, the highest level since the Great Depression. The higher duties widened the trade deficit and contributed to persistent inflation, prompting the Federal Reserve to cut...
In this episode Barbara Stewart, CFA, explores why Stockholm has become Europe’s leading capital‑raising hub, highlighting a surge in IPOs, private‑equity activity, and corporate‑bond issuance. She attributes the durability of this flow to a deep investment culture fostered by the...

The FAO Food Price Index slipped to 123.9 points in January, marking a fifth consecutive monthly decline and a 0.4% drop from December. Prices fell sharply for dairy (‑5%) and sugar (‑1%), while the cereal price index edged up 0.2%...

The article warns investors that unprecedented market volatility—from a 25% drop in silver to record concentration among AI‑driven mega‑caps—calls for a reassessment of traditional portfolio guidance. It highlights stress in U.S. bond and money markets amid political attacks on the...

The 2025 filing season arrives with a landmark tax and spending bill that adds $129 billion in individual tax cuts, boosting average refunds by roughly $1,000. Key provisions include a permanent larger standard deduction and new credits that favor higher‑income households....
Sony raised its FY2025‑26 profit forecast to 1.13 trillion yen, citing a weaker yen and offsetting a slowdown in PlayStation sales. Operating profit is projected to grow 20.6% with revenues reaching 12.3 trillion yen. Despite a 16% decline in PS5 sales and...
European investors hold roughly $8 trillion of U.S. Treasury debt, a quarter of the Treasury market, and recent geopolitical friction with the Trump administration has sparked talk of using those holdings as leverage. A Danish pension fund’s $100 million Treasury sell‑off highlighted...

Take‑Two Interactive reported third‑quarter FY2026 net bookings of $1.76 billion, a 28% year‑over‑year increase, driven largely by recurrent consumer spending that now represents 76% of total bookings. GAAP net revenue rose to $1.70 billion while the operating loss narrowed to $92.9 million. The...

The Financial Stability Board warned that leveraged trades in the short‑term repo market could spark fire‑sale dynamics, pressuring sovereign bond prices. It highlighted a $16 trillion global repo market, with hedge‑fund borrowing near $3 trillion—about 25% of their assets—often conducted with zero...

LG Energy Solution announced a target of 90 GWh of new battery‑energy‑storage‑system (BESS) orders in the United States for 2026, raising its ESS cell output to over 60 GWh while keeping total global capacity at roughly 300 GWh. The company plans to slash...

City AM’s Shadow Monetary Policy Committee, comprising nine independent economists, voted 7‑2 to keep the Bank of England’s base rate at 3.75%, citing persistent inflation and mixed business‑survey signals. Inflation for the year to December remains at 3.4%, above the...

In the February 2 2026 episode of the Pro Farmer Podcast, host Davis Michaelsen and guest Bill Watts dissect the recent turbulence in the U.S. dollar and its ripple effects on precious‑metal markets. They attribute the dollar’s swings to shifting Federal Reserve...

The Hong Kong Stock Exchange processed 474 IPO applications in January 2026, with 415 still under review and only 19 having reached listing status. No applications were rejected or returned, reflecting a streamlined review under the Enhanced Application Timeframe, which...

Variation margin (VM) collateral, long dominated by cash, is facing pressure from higher funding costs, stricter regulations, and market stress, prompting firms to explore non‑cash alternatives. A Risk.net survey of 114 collateral specialists shows 57% of sell‑side and 33% of...

EY’s latest analysis shows 240 UK‑listed firms issued profit warnings last year, the lowest total since 2021 but the highest proportion citing policy and geopolitical uncertainty. About 42 percent of those warnings named regulatory flip‑flops, tariffs and wage hikes as profit‑dragging...

On the January 26, 2026 episode of the Pro Farmer Podcast, hosts Davis and Hillari examined how unusually frigid temperatures could jeopardize the upcoming winter wheat crop. They highlighted potential germination delays, reduced tiller development, and heightened disease pressure. Editor Bill Watts...

Repo clearing is gaining traction as market liquidity tightens and regulators push for more transparency. LSEG’s RepoClear head Michel Semaan discussed how mandatory clearing and new haircut rules could enhance resilience while potentially shifting liquidity. Buy‑side firms, including hedge funds...

President Donald Trump is expected to nominate a successor to Federal Reserve Chair Jerome Powell in the coming weeks, amid heightened political pressure for lower borrowing costs. The shortlist includes Kevin Hassett, a Trump‑aligned economist; former governor Kevin Warsh, a...

The UK’s public sector net borrowing fell 38% in December 2025, a £7.1 billion reduction from the previous month. Over the full financial year to March 2025 the government borrowed £152.6 billion, with an additional £140.4 billion borrowed between April and November 2025....

The International Monetary Fund’s latest World Economic Outlook projects global GDP growth at 3.3% in 2026, up from 3.1%, but warns that trade tensions and a potential slowdown in AI‑driven investment pose downside risks. The report highlights the importance of...

The GfK Consumer Confidence Barometer shows a historic split after the 2024 election, with confidence soaring among under‑30s and under‑50s while falling sharply for those over 50. Younger optimism aligns with recent Bank of England rate cuts and a liberal‑left...

Industrial heat, the world’s largest energy end‑use, is now a balance‑sheet issue as manufacturers grapple with volatile fuel prices and rising carbon costs. A new generation of high‑temperature heat pumps can deliver up to ~200 °C, turning waste heat and low‑grade...