KOSPI Selloff Shows How AI Euphoria Met Hormuz Risk
South Korea's KOSPI selloff showed how Middle East oil risk, chip concentration and leveraged AI trades can turn a global rally quickly.
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South Korea's KOSPI selloff showed how Middle East oil risk, chip concentration and leveraged AI trades can turn a global rally quickly.
British retailers warn that modest shop-price inflation could still turn higher as Middle East energy, shipping and production costs move through supply chains.
Jerome Powell's Harvard debt warning said the U.S. is not in an immediate debt crisis, but its fiscal path is burning through credibility.
Trump tariffs hit UK food and drink exports to the U.S., and later Scotch whisky relief did not erase the wider warning for British suppliers.
The drone strike on Kuwaiti tanker Al-Salmi near Dubai caused no spill, but it widened Gulf shipping risk and foreshadowed later tanker pressure.
Australia will ban Visa, Mastercard and eftpos surcharges from October 2026, shifting payment costs from checkout screens to banks, acquirers and headline prices.
Paramount+ and Coursera discounts show how streaming and online-learning platforms are using price cuts to fight churn and subscription fatigue.
The Labor Department's 401(k) alternative-asset proposal would protect fiduciaries that follow a process, not make private equity or crypto safe.
Oil markets kept a Hormuz war premium even as Trump claimed progress, with tanker risk, insurance costs and his reversed 20% fee shaping prices.
Powell's March rate caution foreshadowed the Fed's Iran-war dilemma: oil shocks can revive inflation even as confidence and hiring weaken.
The Labor Department's 401(k) alternative-assets proposal gives fiduciaries a process safe harbor, but savers still face fees, opacity and liquidity risk.
Switzerland rejected the Cash is Freedom initiative but approved a counterproposal protecting cash supply, turning payment choice into infrastructure policy.