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Market news & insights

Stay ahead of the markets with expert insights, news, and technical analysis to guide your trading decisions.

May 2026 could bring another volatile stretch for FX markets as traders weigh a hawkish Fed transition, yen intervention risk, RBA pricing and shifting oil expectations. USD/JPY, AUD/USD, EUR/USD and CAD-linked pairs are among the key markets to watch.
Forex
Central Banks
Which FX pairs could move most in May 2026 and why?
GO Markets
April 26, 2026
why is Brent crude rising now, what does Strait of Hormuz disruption mean for oil prices, how oil shocks affect inflation and interest rates, what to watch in AUD/USD when oil rises, how ExxonMobil reacts to higher Brent prices, is NextEra Energy affected by energy insecurity, why shipping risk matters for crude oil markets
Commodity
Oil, Metals, Soft Commodities
Brent crude and Hormuz risk: Why oil traders are repricing supply risk
GO Markets
April 23, 2026
Microsoft, Alphabet and NVIDIA sit at the centre of the AI infrastructure buildout, from cloud and enterprise software to custom chips and data-centre demand. Their upcoming results may help show whether heavy capital spending is translating into revenue, margins and durable competitive advantage.
AI
US Earnings
Are Microsoft, Alphabet and NVIDIA about to show whether AI is worth the cost?
April's US earnings season is landing in a market that wants more than a good story. JPMorgan has already set a high bar with a strong result, and attention is now shifting to the engine room of the S&P 500: AI infrastructure where three companies are at the centre of that story.
GO Markets
April 16, 2026
what happens if the Strait of Hormuz closes, why oil flow matters more than inventory, how much oil passes through Hormuz each day, Brent crude outlook after Hormuz disruption, how Hormuz affects global inflation, can OPEC replace lost Hormuz supply, what is a flow shock in oil markets, how long can inventories offset an oil supply disruption
Commodity
Geopolitical events
The Hormuz crisis explained: Ceasefire, transit fees and the new oil premium
GO Markets
April 8, 2026