Unity Software Inc shares surged after the company posted preliminary results above guidance and signaled further business streamlining efforts.Carnival Corp reported record first-quarter revenue and a 50% jump in earnings, raising its full-year outlook on strong demand and pricing despite higher fuel costs.Rocket Pharmaceuticals received accelerated FDA approval for its gene therapy KRESLADI to treat children with a rare immune disorder (LAD-I) who lack a suitable stem cell donor.Seeing Machines Ltd expect ...

Group 1 - Market conditions remain favorable for disciplined investors, with opportunities still available despite record high prices [1] - Blue chip stocks are being favored for their quality, even at elevated valuations [2][5] - Dividend yields from certain Singapore stocks are significantly higher than the CPF Ordinary Account rates, with some offering double the yield [2][3] Group 2 - Companies in Singapore are being monitored for resilience amid rising geopolitical tensions [3] - A fintech company has achieved a major profit milestone and plans to increase its dividend by 25%, indicating strong growth potential [3] - Cash-rich Singapore stocks are being evaluated for their ability to sustain dividend growth, supported by strong balance sheets [3] Group 3 - Rising oil prices above US$100 are prompting a reassessment of Keppel's stock outlook [4] - A comparison between REITs and bank stocks is being conducted to guide investment allocation in income sectors [4] - Two data center REITs are being analyzed for their competitive positioning in a sector driven by increasing digital demand [4]

Will bitcoin be the hedge during geopolitical uncertainty? https://t.co/cqO5tubwZW ...

Key TakeawaysThe European Central Bank (ECB) held its Main Refinancing Rate steady at 2.15%, citing significant economic uncertainty fueled by Middle East conflicts.Aluminum prices crashed more than 8% on the London Metal Exchange (LME), marking the commodity's largest single-day decline since 2018.Goldman Sachs (GS) reported that massive AI investment contributed "basically zero" to US economic growth last year, despite surging valuations in the sector.President Trump and Japan’s Sanae Takaichi are set to ...

The most interesting story in global finance is the performance of Bitcoin. Right now, stocks are down, as is gold. Yet, Bitcoin has appreciated approximately 10% since the first bomb was dropped in Iran.On one hand, Bitcoin is doing exactly what you would expect it to do. Bitcoin investors have long bragged about it being decentralized and uncorrelated. So, the chaos hedge is doing its job during global turmoil.On the other hand, Bitcoin has become much more popular in institutional portfolios, you know, m ...

Core Insights - Rising geopolitical tensions, such as the US-Iran conflict, lead to increased market volatility and higher oil prices, impacting global growth through supply chain disruptions and inflation [1] - Investors are advised to focus on high-quality, defensive stocks that can withstand market uncertainties [2] Company Summaries - **Parkway Life REIT (SGX: C2PU)**: A healthcare REIT with a stable demand for services, it has consistently grown distributions to unit holders since 2007, supported by inflation-linked leases and a low gearing ratio of 33.4% as of December 31, 2025 [3][4] - **Singapore Telecommunications Limited (SGX: Z74)**: As a provider of essential connectivity, Singtel's core operations contribute nearly 80% of revenue and 90% of EBITDA, ensuring stability during macroeconomic shifts [5][6] - **Nam Cheong Limited (SGX: 1MZ)**: Positioned in the offshore energy supply chain, Nam Cheong benefits from elevated oil prices, as oil majors increase capital expenditures, leading to higher day rates and fleet utilization [7][8] - **China Sunsine Chemical Holdings Limited (SGX: QES)**: With a strong balance sheet featuring RMB 2.3 billion in cash and no debt as of December 31, 2025, China Sunsine has maintained regular annual dividends since 2007, allowing it to navigate industry cycles effectively [9][10] - **CSE Global Limited (SGX: 544)**: A growth leader in critical infrastructure, CSE Global operates across 14 countries, benefiting from the expansion of AI and data centers, providing a buffer against regional volatility [11][12]

>> FROM NEW YORK CITY FOR OUR VIEWERS WORLDWIDE, I AM MATT ALONGSIDE EMILY GRAFFEO. "BLOOMBERG REAL YIELD" STARTS RIGHT NOW. COMING UP, SLUGGISH ECONOMIC DATA COMBINED WITH SURGING ENERGY COSTS PUTS PRESSURE ON THE FED'S DUAL MANDATE.PRIVATE CREDIT FLASHES WARNING SIGNS. WHEN THE OTHER HAND, PUBLIC CREDITS THESE MONSTER BOND SALES FROM AMAZON, DRIVING THE SECOND-BUSIEST WEEK EVER. HOW THE IRAN WAR AFFECTS THE GLOBAL ECONOMY.>> JUST BECAUSE THE PRESIDENT SAID IT MIGHT BE A SHORTER TERM CONFLICT DOES NOT MEAN ...

Group 1: Report Industry Investment Rating - No relevant content Group 2: Core Viewpoints of the Report - Short - term, the precious metals market may continue to fluctuate. Long - term, the underlying logic of the precious metals bull market remains solid. With the probability of the Fed cutting interest rates this year, global geopolitical uncertainties, and the US huge debt promoting the de - dollarization wave, the allocation demand of global central banks, institutions, and residents is expected to continue, and the price center of precious metals still has room to rise. Long - term strategies still suggest buying on dips [4] Group 3: Summary by Related Catalogs 1. Price Tracking of Internal and External Gold and Silver - On March 12, 2026, London gold spot was $5164.94/ounce, London silver spot was $85.99/ounce, COMEX gold was $5170.70/ounce, COMEX silver was $86.17/ounce, AU2604 was 1148.10 yuan/gram, AG2604 was 22225.00 yuan/kilogram, AU (T + D) was 1146.00 yuan/gram, and AG (T + D) was 21829.00 yuan/kilogram. Compared with March 11, the price of gold and silver decreased, with gold down about 0.3% - 0.7% and silver down about 1.7% - 1.0% [3] 2. Spread/Ratio Price Tracking - On March 12, 2026, the gold TD - SHFE active price spread was - 2.1 yuan/gram, the silver TD - SHFE active spread was - 396 yuan/kilogram, the gold internal - external spread (TD - London) was 0.89 yuan/gram, the silver internal - external spread (TD - London) was 253 yuan/kilogram, the SHFE gold - silver ratio was 51.66, the COMEX gold - silver ratio was 60.01, AU2604 - 2602 was 3.42 yuan/gram, and AG2604 - 2602 was - 163 yuan/kilogram. Compared with March 11, the spreads and ratios had different degrees of change, with the largest change in the gold internal - external spread at - 145.7% [3] 3. Position Data - As of March 11, 2026, the gold ETF - SPDR was 1077.28 tons, the silver ETF - SLV was 15539.06048 tons, the non - commercial long position of COMEX gold was 213752 contracts, the non - commercial short position was 53607 contracts, the non - commercial net long position was 160145 contracts, the non - commercial long position of COMEX silver was 34226 contracts, the non - commercial short position was 10888 contracts, and the non - commercial net long position was 23338 contracts. Compared with March 10, the positions of gold and silver had different degrees of change, with the largest change in the non - commercial long position of COMEX silver at 5.31% [3] 4. Inventory Data - On March 12, 2026, the SHFE gold inventory was 105420.00 kilograms, and the SHFE silver inventory was 309974.00 kilograms. On March 11, 2026, the COMEX gold inventory was 32720709 troy ounces, and the COMEX silver inventory was 344541802 troy ounces. Compared with the previous day, the SHFE gold inventory increased by 0.49%, the SHFE silver inventory increased by 23.07%, the COMEX gold inventory remained unchanged, and the COMEX silver inventory decreased by 0.22% [3] 5. Interest Rate/Exchange Rate/Stock Market - On March 12, 2026, the US dollar/Chinese yuan central parity rate was 6.90, the US dollar index was 99.26, the 2 - year US Treasury yield was 3.64%, the 10 - year US Treasury yield was 4.21%, the VIX was 24.23, the S&P 500 was 6775.80, and NYWEX crude oil was 88.41. Compared with March 11, the US dollar/Chinese yuan central parity rate increased by 0.06%, the US dollar index increased by 0.32%, the 2 - year US Treasury yield increased by 1.96%, the 10 - year US Treasury yield increased by 1.45%, the VIX decreased by 2.81%, the S&P 500 decreased by 0.08%, and NYWEX crude oil increased by 2.34% [3] 6. Market Review - On March 12, the main contract of Shanghai gold futures closed down 0.66% to 1148.1 yuan/gram, and the main contract of Shanghai silver futures closed down 2.51% to 22062 yuan/kilogram [3] 7. Impact Analysis - Although multiple parties have released signals of conflict cooling and measures to stabilize oil prices, the issue of the Strait of Hormuz remains unresolved. Iran has confirmed the attack on ships in the Strait of Hormuz, and the new Iranian leader's first statement said the Strait of Hormuz must remain closed. Therefore, short - term oil price fluctuations may still be relatively severe, and precious metal prices are expected to continue to be affected by oil price fluctuations, showing a repeated shock trend. However, the US will launch a 301 investigation against 16 trading partners including China and the EU, and trade policy uncertainties have resurfaced. As time passes, the impact of oil price fluctuations on the precious metals market may weaken. Therefore, under geopolitical games, precious metal prices are expected to return to their own operating logic, and the downside space is limited [4] 8. Future Market Analysis - In the short term, the precious metals market may continue to fluctuate. In the long term, the underlying logic of the precious metals bull market remains solid. With the probability of the Fed cutting interest rates this year, global geopolitical uncertainties, and the US huge debt promoting the de - dollarization wave, the allocation demand of global central banks, institutions, and residents is expected to continue, and the price center of precious metals still has room to rise. Long - term strategies still suggest buying on dips [4]

Core Insights - The ongoing conflict in Iran has led to increased geopolitical uncertainty, affecting various market sectors, particularly energy, agriculture, and defense [1][2][3] Energy Sector - Energy prices are rising despite attempts to stabilize them through the release of nearly a billion barrels from reserves [2] - The Strait of Hormuz, a critical shipping corridor for energy products, is threatened by Iran's Supreme Leader's remarks about keeping it "shut" [4] Agriculture Sector - The shutdown of shipping lanes in the region is impacting fertilizer supplies, which are crucial as the spring planting season approaches [2][7] - A significant portion of the world's nitrogen fertilizers, at least one-third, is produced in the Middle East, indicating a potential risk to global food security [7] Semiconductor Industry - Asian countries, particularly Taiwan and South Korea, which are vital to the global semiconductor industry, may face energy rationing due to limited stockpiles [6] - The closure of the Strait of Hormuz could disrupt the supply of essential materials for semiconductor manufacturing, as these materials are critical for production [8]

Gold Pressured by Firmer Dollar, Inflation ConcernsCONCLUDEDStock Market News From March 12, 2026: Dow Tumbles as Iran Ramps Up Shipping AttacksLast Updated:---21 hours ago# Gold Pressured by Firmer Dollar, Inflation ConcernsByGiulia Petroni, Dow Jones NewswiresGold prices ticked higher but remained pressured by a firmer dollar and persistent concerns over high energy costs and inflation.Futures in New York rose 0.1% to $5,183.10 a troy ounce, failing to hold above $5,200."The price action suggests the mark ...