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Commerzbank notes that the Kospi has rebounded 29.5% from its 30 July low, supported by strong tech earnings and improved sentiment toward semiconductor and memory chipmakers. They note USD/KRW has retreated nearly 8.9% from its July high as exporters’ repatriation and foreign portfolio inflows bolster the Korean Won. Despite a modest 0.3% rise to 1,421 on a stronger Dollar, KRW is the second-strongest Asian currency this year, up 1.5% versus USD and outperforming the regional ex-Japan average of -2.1%. Further volatility moderation in equities may offer near-term KRW support.USD/KRW retreats from July peak”The South Korean equity benchmark Kospi rose 3.6%…

Israel has resumed airstrikes against Lebanon in the past few days after scaling back its attacks in the enclave earlier this month, Reuters reported on Sunday.A day earlier, the Israel Defense Forces stated that it killed Abu Hassan Alaa, a senior Hezbollah commander, in southern Lebanon. The Israeli strikes were the bloodiest since the sides reached a ceasefire at the start of June, with 11 fatalities.Israeli Prime Minister Benjamin Netanyahu said the attacks were in retaliation for a Hezbollah attack injuring three soldiers on Saturday. Israel said on Sunday it would strike the Iranian proxy group again if threatened.CNBC reported…

Wall Street croit toujours à l’intelligence artificielle. Les gérants d’actifs ont passé l’obstacle de l’introduction de SpaceX.

So many things have never happened before. That’s what’s so amazing about this market. Everywhere we turn, we see changes made that aren’t believed and yet are totally true. Take, for example, the following unbelievable year-to-date performances: SanDisk up 496%, Seagate up 238%, Club name Micron up 208%, and Western Digital up 171%. All four of these storage and memory companies have been, for whole chunks of time, terrible and dangerous investments. There would be periods of spectacular growth followed by horrendous swoons that would wipe out all of the gains. The swoons were often brought on by their own…

When America’s “germ czar”, Anthony Fauci, 85, stepped down as head of the National Institute of Allergy and Infectious Diseases after 38 years in 2022, he was somewhat at a loose end. “I asked myself what I could do over the next few years while I am still filled with passion and energy and blessed with good health,” he wrote in his 2024 memoir – deciding that the answer was “to share my experiences with the world and particularly the younger generation”.What Fauci didn’t expect, says The Atlantic, was the complete “unmaking” of his reputation and emergence as a polarising…

'A new Plaza Accord?' Japan's battle against yen bears enters new phase

Chipmaker AMD (NASDAQ: AMD) has had a tremendous year, rising around 125% so far in 2026. However, I think there’s a major red flag that investors cannot afford to ignore: its valuation, which has risen to sky-high levels. I think its current lofty price tag could dampen the stock’s future performance or even set it up for a decline due to the unreasonable expectations now baked into it.  Image source: Getty Images. Missed Nvidia in 2009? This Rare Signal Is Flashing Again. In 2009, a “Double Down” signal flashed for a little-known chipmaker called Nvidia. For the first time in years, that…

Thrive Capital founder Joshua Kushner and former Disney CEO Bob Iger stunned the sports world this week with a deal to buy the Los Angeles Lakers for a record $12.5 billion. If approved, the acquisition would provide the new owners with an iconic NBA franchise that boasts 17 championships as well as ties to legends like Magic Johnson, Kareem Abdul-Jabbar, Kobe Bryant, Shaquille O’Neal, and LeBron James. But ownership of the Lakers would also provide tax benefits. In fact, sports teams have long been considered great tax shelters for wealthy individuals. That was not lost on Ram Ahluwalia, founder of…

Fresh Insights Variations on a theme Avida’s Renkema: uptick in local economy stimulation mandates. Source: John Renkema The past 18 months have seen global investors refine their geographic focus amid geopolitical concerns. Volatility related to the Trump administration’s tariff war, for example, prompted introspection among many LPs about their comparative overexposure to US private equity and their geographic allocations, as we’ve reported.

No surprises on inflation and new financing developments in the artificial intelligence trade drove the record-breaking action on Wall Street last week. The S & P 500 and Nasdaq both dropped modestly Friday but managed to post their third straight winning weeks. The S & P 500 rose above 7,800 during Thursday’s session for the first time ever. It closed at a record. The Dow bucked the trend, falling nearly 0.6% for the week. Here’s a closer look at what drove the market. Cooler inflation gives the Fed room to wait Two closely watched inflation reports helped fuel the week’s…