Market Commentary: Wednesday 25th February

The MSCI Asia Pacific Index rose 1.4% as concerns over AI investments continued to ease, with South Korean and Taiwanese stocks hitting all-time highs. Asian chipmakers, seen as bellwethers for AI investment, led gains. US software stocks also rebounded, lifting US benchmarks ahead of Nvidia’s quarterly earnings release later today. Nvidia is in the spotlight, facing a high-stakes moment as markets watch closely to see whether the AI spending boom remains on track.

US President Donald Trump said Iran is attempting to reconstitute its nuclear program, adding to speculation of potential US military action. However, President Trump has reiterated his preference for a diplomatic solution. Treasuries edged lower, with the yield on the benchmark 10-year rising two basis points to 4.05%.

On today’s economic calendar, we have Eurozone January CPI at 10:00 AM, along with several Fed speakers — Barkin (3:40 PM), Schmid (4:00 PM), and Musalem (6:20 PM).

• Bitcoin rose 1.4% to $64,940.01
• Ether rose 1.8% to $1,887.28
• Spot gold rose 1.0% to $5,192.84/oz

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