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Asian FX seen softer as AI equity losses and US–Iran tensions lift dollar, oil, volatility.
Magnificent Seven dominate S&P 500, raising concentration risk; focus on economic moats and hedging strategies.
Don’t wait for the official IPO bell. Trade OpenAI and Anthropic pre-market movements today via alternative CFD instruments and core AI infrastructure plays.
Thailand’s Q1 2026 growth hit 2.8%, driven by electronics exports, AI supply chains, and stimulus; 2027 slows.
South Korea exports surge 50–60%, trade surplus widens; inflation hits 3.4%, prompting BOK hikes, won gains.
Malaysia’s strong 2026 growth and AI-driven exports support KLCI and ringgit; fuel subsidies threaten volatility.
Mag 7 basket trade is breaking as AI capex surges; options and relative-value trades replace broad exposure.
Goolsbee warns inflation still too high, services pressures persist; resists forward guidance; AI optimism could overheat economy.
Micron’s upbeat revenue forecast revived AI growth optimism, lifting US futures, easing volatility, and boosting Asian equities.
Micron jumped 15% after beating Q3 earnings and revenue forecasts; AI demand and tight supply boosted margins.
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