???? American shares
???? European shares
European indices bounced back despite regional differences: European equity markets recorded a solid performance, although differences were evident between the main and peripheral indices. The Euro Stoxx 50 led the rise (EU50: +1.4%), followed by the French CAC40 (FRA40: +1.4%), the Italian FTSE MIB (ITA40: +1.1%), the German DAX (DE40: +1.0%) and the Dutch AEX (NED25: +0.9%). Conversely, futures on the Spanish IBEX 35 (SPA35) remained unchanged, while the British FTSE 100 (UK100: -0.3%) and the Polish WIG20 (W20: -1.5%) lagged behind the rest of Europe.
?? At first from the company
Amazon to market AI ip and challenge Nvidia: Amazon talks about selling all Trainium ip to external data centers. This strategic shift would change AWS from a provider of closed cloud infrastructure to a competitor in the IP market, threatening Nvidia’s dominant position and supporting the fragmentation of the hardware market. Apple warns of health care due to growing investment in IPs: Outgoing CEO Tim Cook said that the increase in hardware prices is inevitable due to the unsustainable increase in memory prices. The strong demand for AI and the disrupted supply of helium due to the conflict in the Middle East may increase the prices of smartphones by up to 20%, which could mean that the price of the updated iPhone 18 and 150 USD. Accenture launches selloff in IT consulting after doomsday outlook: Accenture shares lost 16.7% after weak revenue for the quarter and dreams of full-year growth of 3% and 4%. The negative outlook triggered a sell-off in the entire industry due to concerns that fast-developing generative AI is displacing traditional technology consulting budgets. BMW slashes outlook to mid-2020 due to weak output growth: BMW shares fell to their lowest level since late 2020 after slashing its 2026 outlook for the car division’s operating margins from 4% and 6% to just 1% and 3%. Under the leadership of new CEO Milan Nedeljkov, the carmaker blamed the sharp drop in sales on the increase in energy costs related to the wolf in the spring. Mercedes-Benz and Volkswagen thus heeded the warning, and the company’s management warned of accelerated restructuring costs, which will cut profits in the second half of 2026.
?? Economics and central banks
The number of new jobless claims fell to 226,000 in the US: The number of new jobless claims fell by 4,000 to 226,000, which was in line with expectations and confirmed a stable labor market. Although the migrant population is historically low, the number of migrants has increased to 1.81 million, which indicates a slower re-employment of migrant workers. The Bank of England left the rate at 3.75% after the vote: The BoE left the key annual rate unchanged at 3.75%, with a 7:2 vote. Menina voted for a rate cut, and the money committee raised prices due to persistent inflationary pressures and possible effects of wage growth despite the re-opening of the Strait of Hormuz. yesterday the national bank kept the interest rate at 0% and drew attention to the exchange rate of the franc: the SNB kept its base rate at 0.0%, which allowed it to remain unchanged throughout the year. Governor Martin Schlegel announced his readiness to actively intervene in the foreign exchange market to prevent further rapid strengthening of the Swiss franc. Norges Bank left the rate at 4.25% and signaled further changes: The Norwegian central bank left the rate unchanged at 4.25%, but also sent a signal when it said that to tame persistent inflation, there will likely be a need to cut rates at one of the five meetings.
?? Mny, energy and the path of metals
Forex Dollar Index at all-time highs: The US Dollar Index rose (USDIDX: +0.4%) to its highest level since May 2025, supported by the Fed’s Dot Fence announcements and Donald Trump’s comments on possible rate hikes. The weakest currencies of the G10 group were the Scandinavian currencies (USDSEK: +0.9%, USDNOK: +1.4%) and the Swiss franc (USDCHF: +0.8%). USDJPY held above 160.00 (+0.6%), the pound weakened after the BoE decision (GBPUSD: -0.5%) and EURUSD fell 0.3% to 1.1465. Energy NATGAS surges after EIA data, oil steady: Oil slightly extended recent losses, with Brent futures ( OIL ) down 0.6% to $78.30 a barrel as geopolitical risk premiums eased after peace deals. On the contrary, natural gas futures (NATGAS) jumped by 2.9% after the very late EIA report, which showed a non-expected weekly increase in production by 73 Bcf (estimated: 76 Bcf), while total production fell below last year’s level. Precious metals Strong dollar pressures gold and silver not: Precious metals were traded in deep reds under pressure from rising real imports and a strong US dollar. Gold futures ( GOLD ) fell 0.6% to $4,230 an ounce, while steel futures ( SILVER ) lost 2.7% to $66.10 an ounce. !–cleared–>
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