Julius Baer Buyback Awaits FINMA Approval
FINMA ended its enforcement case against Julius Baer, but any buyback still needs approval and no size has been announced. The key issues are surplus capital, compliance execution and client flows.
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Goldman Upgrades Iberdrola and Raises Target to €25
Goldman Sachs raised Iberdrola from Neutral to Buy and lifted its target from €21 to €25. The case rests on regulated grid growth, earnings visibility and execution.
ASX 200 Rises 0.9% as Core Inflation Eases Rate Fears
The ASX 200 closed at 8,789, up 0.9%, after softer-than-feared underlying inflation lifted rate-sensitive shares despite a 4.0% headline CPI rate.
RBA Hikes to 4.60% as Asian Markets Absorb Yield Shock
The RBA raised its cash rate 25bp to 4.60% as Asian equities absorbed a 19-year US yield high and elevated oil risk, tightening the regional outlook.
Jefferies Names Top Australia Internet Stock Pick 2026
Jefferies highlights a standout Australian internet equity as market sentiment shifts. Explore the underlying catalysts, trading implications, and systematic validation frameworks for 2026.
China Consumer Stocks Lag as Capital Chases AI
China consumer shares are near decade lows as weak demand and earnings misses widen the valuation gap with AI-heavy technology stocks.
Solidigm IPO: Testing a Potential $150B Valuation
Solidigm may seek a 2027 IPO at a valuation of up to $150 billion. Investors need standalone margins, cash flow and deal terms before judging the headline.
Japanese Banks Rally as JGB Yields Hit a 30-Year High
Japan's largest banks rose 3.2%-4.5% as higher JGB yields improved the margin outlook, though valuation, credit and duration risks are increasing.
ASX 200 Falls 1.3% as Oil and Bond Yields Bite
The ASX 200 fell about 1.3% as oil and global yields hit valuations. A 4.6% jobless rate complicates the RBA outlook ahead of its next meeting.