Earnings Calendar

What’s happening? The DAX 40 has gained around 23% year to date, ranking among the best performing major indices globally. This rally comes despite Germany’s macro backdrop: Q3 GDP growth was flat and year on year expansion has hovered near just 0.3%. Market sentiment suggests investors are pricing in export strength, valuation catch up and possible policy support not just domestic growth. Why markets care Export heavy profile : German companies in the DAX derive large shares

What’s going on? Chainlink, originally built to feed smart contracts with real world data, is making major inroads into institutional finance. Recent announcements show the network’s infrastructure being used in real-world asset (RWA) tokenisation, cross chain interoperability, and regulatory-compliant on chain workflows. For example, Chainlink’s Runtime Environment (CRE) launched recently enables cross chain settlement between public and private blockchains in collaboration

What’s going on? The Canadian dollar (CAD) has faced persistent headwinds in 2025, despite occasional bursts of strength. A key driver, unusually weak economic data from Canada, combined with a domestic energy sector under strain and policy divergence with the Bank of Canada (BoC). According to the BoC’s own staff analysis, the CAD depreciated against the U.S. dollar by roughly 7.7% in 2024, underscoring the widening gap in monetary policy expectations. As of mid November, US

Why the world’s “white gold” market is under pressure What’s happening? Lithium demand is showing signs of strong rebound: Chilean producer SQM expects this year’s demand to exceed 1.5 million tones, a roughly 25 % increase from 2024. At the same time, analysts warn of supply chain stress because most lithium production remains regionally concentrated in the so called “Lithium Triangle” of Chile, Argentina and Bolivia. Why markets care Input cost risk : Lithium is a key compo

Global air travel has surged back. Passenger demand hit new highs through 2025, with planes flying fuller than ever, and traffic plus revenue expected to exceed pre COVID levels. Despite the boom, airlines remain stuck in a high-revenue, low margin  reality. Profits are improving, but thin and the next spike in fuel, taxes, or supply delays could squeeze the industry fast. Demand remains strong IATA data shows global passenger demand rising, especially on international routes

One specific move reshaping global industrial markets What’s happening? The spotlight on critical minerals is growing and the U.S. China tussle over rare-earth exports has entered a new phase. In recent weeks, China agreed to a temporary pause on expanded export controls covering strategic minerals such as gallium, germanium and antimony effective November 9, 2025 yet still insists on licensing rules that maintain its leverage. Parallel to Beijing’s moves, the U.S. is elevati

What’s going on? The Nikkei 225 recently surged past the 51,000 level for the first time, driven by technology-sector strength and optimism around Japan’s economic reform agenda. Yet the concentration in large tech names means the index remains exposed if momentum falters or reform efforts stumble. Why this matters to investors and markets Tech concentration risk : The headline index advance is largely thanks to a handful of technology firms and semiconductors. A pullback in

How the Layer 1 builder is shifting from speculative altcoin to infrastructure contender What’s going on Avalanche has recently emerged from relative anonymity to a blockchain platform attracting real-world asset (RWA)  tokenisation and institutional participation. The ecosystem’s Q3 2025 report showed broad growth in partnerships, sub chain deployment and capital rotation toward the network. A high-profile example: institutional vehicle AVAX One (backed by Anthony Scaramucc

What’s going on? The Australian Dollar (AUD) is currently demonstrating a mix of resilience and caution. While data from both Australia and China have recently helped support the Aussie, structural risks including an unfavorable interest rate differential with the U.S. dollar are limiting its upside. Australia’s central bank, the Reserve Bank of Australia (RBA), has signalled a balanced approach, it remains data dependent and appears unwilling to cut interest rates prematurel

What’s going on? Global cocoa producers, particularly in West Africa home to over two thirds of world output are confronting serious production shortfalls. The Côte d'Ivoire Ghana cocoa belt, already facing ageing trees, diseases, and labour issues, now faces a drought induced output drop of roughly 10 % for the 2025/26 season, according to industry sources. Meanwhile, at the same time, global consumption is showing signs of weakness especially in processing heavy regions put

The push toward smaller, faster semiconductors is entering a new phase. With global foundries accelerating their plans for advanced nodes particularly the 3 nanometer and below technologies equipment manufacturers that supply lithography, etch, deposition tools and related materials are becoming key beneficiaries. For example, one major firm recently confirmed it would unwind older capacity and invest heavily in next generation tool sets. What’s driving the move? Demand from

How the new tariff front is having ripple effects in global tech and manufacturing. What’s happening? In 2024-25, European Commission launched a sweeping anti subsidy case against Chinese made electric vehicles (EVs) and related battery imports, alleging state-driven cost advantages are undercutting European manufacturers. The EU China dispute entered a new phase in April 2025 when both sides agreed to explore minimum-price agreements instead of higher tariffs, signalling a s

What’s going on? The Nasdaq 100 an index heavily weighted toward technology and growth companies is showing signs of risk even as it remains elevated. Analysts highlight two concerns: record valuations  and narrow market leadership , meaning a few mega cap tech names are carrying much of the upside. Why it matters to all market participants For everyday investors : If the gain in the index is concentrated in just handful of stocks, a drop in those names can disproportionately

Solana isn’t just another crypto token it’s becoming a core player in the growing intersection of institutional finance and blockchain infrastructure. Recent developments show the network making serious strides in adoption, usage, and credibility. What’s driving the movement? Institutional interest is rising Big firms and asset managers are increasingly showing up in the Solana ecosystem not just as speculative buyers, but as long term participants with infrastructure and tre

The Swiss Franc (CHF) has climbed back into global attention as markets turn risk averse. Whenever geopolitical tensions or financial instability rise, investors look for safety and the franc is one of the world’s most trusted safe-haven currencies. What’s driving the move? Global uncertainty:  Trade tensions, geopolitical flare-ups and market volatility push capital into safer currencies like the CHF. Strong fundamentals:  Switzerland’s political stability, low inflation and