Global Investing

US housing market flashes mixed signals for investors in August 2026

Rising foreclosures, easing mortgage delinquencies, and a supply surge paint a complex picture of housing stress and opportunity

US housing market flashes mixed signals for investors in August 2026

Nvidia's blowout quarter sends Jensen Huang into top six billionaires

Record US$96.2B revenue and a reported $12.9B Hugging Face deal cement Nvidia's AI dominance as global markets rally

Nvidia's blowout quarter sends Jensen Huang into top six billionaires

Yen intervention gave carry traders a cheaper entry, not an exit

Japanese investors snapped up 5 trillion yen of foreign assets while the yen sat at better levels

Yen intervention gave carry traders a cheaper entry, not an exit

Is the AI stock boom heading for a dot-com reckoning?

New research says AI-driven valuations carry serious correction risk, with or without a speculative bubble driving markets higher

Is the AI stock boom heading for a dot-com reckoning?

Franklin Templeton stays bullish on equities as earnings growth tops 20%

Strong corporate fundamentals and an AI-driven portfolio tilt underpin the asset manager's August 2026 outlook

Franklin Templeton stays bullish on equities as earnings growth tops 20%

Equity markets facing increased volatility but resilience is key

FTSE Russell's August outlook warns of higher rate volatility under Warsh while finding resilience beyond AI mega-caps

Equity markets facing increased volatility but resilience is key