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FractLab market briefs
The AI Economy: Why Less Expensive Tokens Still Mean Higher Bills
Falling prices for AI tokens are driving higher consumption rather than curbing spending, UBS finds. The accel…
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What is driving Europe’s yield decoupling?
A widening gap between European government bond yields is creating hidden market risks, with Western European…
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Street Calls of the Week
Analyst moves this week include an Outperform start on Lumentum, a Buy upgrade for Sempra, downgrades for Eyep…
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More Central Asian state firms plan Hong Kong listings, finance chief says
More state-owned infrastructure companies from Central Asia plan to list in Hong Kong, according to Bloomberg…
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SEC Files Court Action to Obtain ISS Client Voting Data
The U.S. Securities and Exchange Commission is asking a federal court to compel Institutional Shareholder Serv…
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Investors turn to Chinese stocks as alternative to crowded AI trades
Investors are increasingly turning to bullish derivatives on Chinese equities, particularly mid- and small-cap…
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Why Some Investors Say Volkswagen Is Simply "Not Fixable"
Deutsche Bank says Volkswagen's complex governance and cost problems have made many investors see it as "not f…
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Russia stocks lower at close of trade; MOEX Russia Index unchanged
Russian equities finished Saturday's session lower, even as the MOEX Russia Index closed unchanged. Most stock…
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Is TTF gas fairly priced as Hormuz, winter risks keep prices elevated?
Citi's probability-weighted winter gas price estimate sits well below current TTF levels, implying the market…
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UBS Says Commodities Can Diversify Portfolios as Inflation and Geopolitical Risks Mount
UBS argues that commodities warrant a greater role in diversified portfolios as inflation, geopolitical uncert…
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Milei finds unity in pushback against Falkland Islands oil project
Argentines broadly support President Javier Milei's new hardline push against Falkland Islands oil drilling, m…
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5 big analyst AI moves: iPhone launch to be negative for Apple stock
This week's biggest AI analyst calls include Macquarie lifting Broadcom to Outperform, Baird reaffirming Nvidi…
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