Global Market Insights

US CPI January 14 is in focus for HK investors as a firm dollar tests Fed pause expectations and S&P 500 levels near record highs. See key levels, risks, and plans.

Sergio Ermotti sets April 2027 exit as UBS CEO, igniting a succession race. UBS stock trades near highs in CHF. We assess Swiss capital rules and the 4 February earnings catalyst.

UBS challenges Credit Suisse capital rules in Switzerland. What tougher standards could mean for capital returns, ROE, and UBSG.SW at CHF37.95, ahead of Feb 4 earnings.

Japanese yen hits an 18-month low on Jan 14 as Tokyo hints at stronger FX intervention. We outline USD/JPY outlook, yen intervention risk, and BOJ policy takeaways for HK investors.

Nvidia stock watch: Jensen Huang rebukes AI doomerism as retail sentiment stays upbeat. Price, key levels, ratings, and what Australian investors should monitor today.

Tobu Railway stock edges higher after Tokyo Metro delays from a Hibiya Line disruption briefly hit Tobu Skytree Line services. See price, technicals, and investor takeaways for Japan-focused holders.

Aritzia stock jumps as retailer posts first $1B quarter, raises FY revenue guidance to ~C$3.6B. U.S. sales near 60%, app hits 1.4M downloads. Key levels and risks.

Palantir stock rises after a Citi upgrade to Buy with a $235 target, citing an AI supercycle. We preview Q4 earnings on 2 Feb, key drivers, valuation, technical levels, and risks for German investors.

Sika stock falls after a sales miss and EBITDA margin cut. Strong franc headwind and China construction slump weigh on 2025, with full results due Feb 20, 2026. Swiss takeaways.

Swisscom stock trades flat near CHF 587.50, about 2.8% below its 52-week high. Investors in Switzerland watch dividend prospects, cash flows, and upcoming catalysts as the SMI index today stays steady