Charts of the Day
Daily newsletter for Financial Advisers by Financial Advisers.
Connect
Asian shares retreated from record highs as investors took some money off the table from a technology-driven rally.
Exports rise as AI demand blunts Mideast risks.
Geopolitics is accelerating a shift toward defense and energy as governments prioritize security and become more self reliant.
Hormuz is still blocked and a deal could take weeks.
S&P, Nasdaq and Nikkei at record high.
Earnings season has started with big banking profits.
Tech rebounding after a SAAS sell-off last week.
The argument: one AI subscription replaces 10 software seats. And it's a structural shift.
In a best-case scenario it could take months to restore traffic in the Strait of Hormuz.
Oil down 15%.
Downward revisions typically lag energy shocks by 2–3 quarters.
Tech shows the way on the rebound.
