World News by Wild Rose

Strong earnings are keeping equities on solid ground, but a deeper acceleration in the fall in bonds could quickly test that resilience, according to Peter Oppenheimer at Goldman Sachs Group Inc.

Mongolia is on course to be the world’s best stock market this quarter, as the landlocked North Asian country rides a commodity boom that insulates it from the volatile AI trade.

South Korean stocks are about to lose a key source of support earlier than expected, just as the market struggles to push decisively higher.

Brazil election risk in numbers: a record fear gauge, falling rate futures and bank bets on the real, five days before the 4 October presidential vote. The post Brazil Election Risk: Stocks and the Real Recover Five Days Before the Vote appeared first on The Rio Times.

Indian equities are breaking through a series of long-held technical support levels as a selloff gathers pace in a market once considered an emerging-market darling.

For years, US stocks have faced relatively weak competition from bonds or Treasuries in investor portfolios. That period looks like it’s headed for a fast, and possibly painful, end, strategists at Wells Fargo say.

Marina Zavolock, chief European equities strategist at Morgan Stanley, says the global bond selloff and resulting yield increases are not yet at troubling levels for European stocks, with earnings growth across the region running close to 20%. (Source: Bloomberg)

Global fund managers are dialing back their long-running retreat from Chinese stocks, drawn by AI prospects and favorable valuations.

The final stretch of a jittery week on Wall Street saw a rebound in stocks as oil prices fell, easing a selloff in bonds that had roiled financial markets around the world. Darius Dale, founder and CEO at 42 Macro gives his outlook on equities and the fading bond selloff. (Source: Bloomberg)

On Holding AG’s upbeat investor day didn’t sway Jefferies from its bearish view that many of the athletic brand’s big goals aren’t feasible due to the narrow focus of its business.

Turkey’s fund-industry crisis is inflicting some of its heaviest losses on smaller, less-liquid stocks, widening a divide with large-cap names that have benefited from regulatory support.

A selloff in shares of India’s online insurance sellers deepened on Friday as analysts pared earnings expectations after the industry regulator’s proposal to cap commissions and management expenses.

Goldman Sachs Chief Regional Equity Strategist for Asia Pacific Timothy Moe explains why AI-related stocks remain good investments despite rising rates on government debt. He speaks as a global bond selloff extends into Asia while elevated oil prices stoke inflation concerns. (Source: Bloomberg)

A renewed episode of bond volatility left traders unwilling to make riskier bets, with stocks falling on worries that elevated oil prices will fuel inflation and force the Federal Reserve to lift rates. Keith Lerner, CIO at Truist, discusses the path of the S&P amid mounting market pressures. (Source: Bloomberg)

Equities can keep climbing even as rising bond yields raise the bar for earnings growth, according to JPMorgan Chase & Co.’s Grace Peters.

The shares of cybersecurity companies have soared in recent months on bets that the threats posed by cutting-edge AI models will be a boon for their businesses. But some of the stocks have run up so much that investors are questioning whether they’ve gone too far.

Vietnam is considering widening the daily trading band for stocks to make its market more attractive to investors following an upgrade to emerging-market status by FTSE Russell, according to people familiar with the matter.

Jonathan Ferro, Lisa Abramowicz and Annmarie Hordern speak daily with leaders and decision makers from Wall Street to Washington and beyond. No other program better positions investors and executives for the trading day than "Bloomberg Surveillance." (Source: Bloomberg)

The MSCI India Consumer Discretionary Index is up more than 3% this quarter.

Shares of major banks, insurers and online travel agencies slid on Tuesday as investors fear that tools like Meta Platforms Inc.’s personal AI agent could disrupt businesses that benefit from so-called consumer inertia, the tendency to keep buying something out of habit even when a better alternative exists.

Ulrike Hoffmann-Burchardi, global equities CIO at UBS Global Wealth Management, says resilient earnings can drive the next leg higher for stocks as government, corporate and consumer spending support growth. She adds that the AI investment boom may also be underestimated as it expands into robotics and the physical economy. This interview aired Sept. 21, 2026. (Source: Bloomberg)

This year’s big rally in US refiner stocks is running into growing headwinds with some Republican leaders calling to restrict exports of diesel, which has soared as global conflicts limit supplies.

For most of this year, investors have flocked into small caps to diversify away from the concentrated AI trade. Rising interest rates are threatening to put a damper on that.

Asian stocks were poised to climb after a tech-fueled rally on Wall Street and a drop in oil prices amid hopes for diplomatic progress in the Iran war.

Get a jump start on the US trading day with Dani Burger and Michael Ball on "Bloomberg Open Interest." Stocks rally and oil drops as investors look to diplomacy, with President Trump and China’s Xi Jinping preparing for a high-stakes White House meeting later this week. Plus, inside Anthropic’s new AI safety partnership with Accenture, and Wall Street’s race to manage the risks and rewards of artificial intelligence.And legendary mining investor Robert Friedland joins us on why copper and rare earths are becoming the new front line in the US, China resource race. (Source: Bloomberg)

Global stocks rally as markets look ahead to President Xi Jinping's visit to Washington later in the week. US Treasury Secretary Scott Bessent and China's top trade negotiators tout positive talks around AI, trade and investment over the weekend. Oil extends its decline for a fourth consecutive day, while US retail diesel prices top $6.50 a gallon for the first time. Mark McCormick of BMO Capital Markets joins "Bloomberg Brief" to discuss the Fed's rate path and financial conditions ahead of a slew of Fedspeak this week. (Source: Bloomberg)

Germany’s escalating political turmoil needn’t spell trouble for the country’s main stock market, according to Goldman Sachs Group Inc.’s Sharon Bell, who says the DAX is largely shielded from domestic risks.

Nubank, PagBank, Stone and PicPay fell in New York after an Itaú BBA downgrade and a Fed hike, while XP rose and the Ibovespa lost 1.06%. The post Brazil’s Fintechs Lose Up to 8.6% in a Week as XP Breaks From the Pack appeared first on The Rio Times.