Guinness Global Investors uses RBC Brewin Dolphin as an investment adviser for the Multi Asset Fund range
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Head of Market Analysis, Janet Mui, examines new U.S. labour force data and what this could mean for interest rates.
Key Highlights
U.S.-Iran ceasefire ends:
The U.S. responded with strikes as Iran harassed ships along the Strait of Hormuz’s southern route, ending the ceasefire.
How long can hyperscalers maintain AI investment momentum?
As the market increasingly looks to AI as a bellwether, the question remains of how long hyperscalers will continue investing significant sums into their AI infrastructure.
U.S. jobs growth stalls as AI drives layoffs:
The U.S. only saw 52,000 new jobs created in June, while AI has been named the most common reason for layoffs throughout 2026.
