Academy
Academy

Market news & insights

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

Tariffs may affect US and Asian companies in different ways. For US retailers and consumer brands, the pressure often appears through margins as import costs rise and pricing power is tested. For Asian exporters, the pressure may appear through lower order volumes if US buyers reduce demand. Textiles, apparel and basic consumer goods are generally more sensitive to US demand, while semiconductors and AI hardware may be less directly exposed to US consumers but still carry policy, capex and valuation risks.
Market insights
Trading strategies
The tariff impact: The US margin problem vs Asia’s volume problem
Tariffs do not hit every company the same way. For US retailers and consumer brands, the first pressure point is usually margin.
GO Markets
•
May 25, 2026
Read article
Asia-Pacific market drivers for May 2026, including China activity data, Japan inflation signals and the RBA decision.
No items found.
What are the market drivers for APAC in May 2026?
GO Markets
•
April 28, 2026
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
AI
US Earnings
US earnings preview: Wall Street wants answers from Meta, Amazon and Apple
GO Markets
•
April 20, 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
Why Tesla NextEra and Exxon matter this earnings season, what to watch in Tesla earnings 2026, how AI power demand affects NextEra Energy, what Exxon Mobil earnings could signal for oil markets, Tesla Megapack growth outlook 2026, NextEra data centre power demand explained, Exxon Mobil oil supply risk outlook, energy stocks to watch in April 2026
AI
Commodity
Tesla, NextEra and Exxon: Oil vs. AI demand this US earnings season
GO Markets
•
April 15, 2026