Northvane
Stay informed with expert analysis, market trends, and investment insights from our team of financial professionals.
August 26, 2026, felt less like a unified market and more like a high-stakes poker game where everyone held a different hand. On one side, the undeniable, almost gravitational pull of artificial intelligence, personified by NVIDIA's Q2 earnings beat, sent the tech sector soaring. On the other,...
Matthieu Forel
6 min
Welcome to August 25, 2026, where the market decided to play a game of "good news, bad news," but mostly, "NVIDIA's guidance miss is really, really bad news for tech." While the broader S&P 500 managed a modest gain, inching up to 7,662 points with a +0.11% bump, the real story unfolded in...
Matthieu Forel
6 min
L'indice PHLX des semi-conducteurs subit une correction de 20% depuis son sommet de juin, alimentée par des doutes sur l'IA et la concurrence chinoise, malgré des perspectives de croissance robustes pour 2026.
Matthieu Forel
Despite a rate pause, markets reacted negatively to the Fed's hawkish stance on inflation and surging bond yields, exacerbated by Middle East tensions.
Matthieu Forel
As the Federal Reserve prepares its interest rate announcement, market participants brace for potential volatility amid mixed economic signals and a hawkish Fed stance. Actionable insights for institutional investors and active traders.
Matthieu Forel
Institutional investors and active traders brace for a pivotal earnings week, with tech giants and big banks setting the market's tone amidst elevated inflation and persistent geopolitical risks.
Matthieu Forel
A 20% transit fee on Strait of Hormuz shipping, coupled with renewed US-Iran military action, signals profound market disruption for energy, shipping, and global inflation.
Matthieu Forel
Iran's re-closure of the Strait of Hormuz on July 12, 2026, following escalating US-Iran hostilities, signals severe market disruption and heightened geopolitical risk for institutional investors and active traders.
Matthieu Forel
Sophie Martin
James Durand