The world, reconstructed day by day.

Taiwan semiconductor supply-chain risk escalates

Export controls, cross-strait friction and concentrated fab capacity converge — DeepInvest flags elevated supply-chain risk across the semiconductor complex.

Fed pivots with a 50bp cut

The Fed opens its easing cycle with an outsized 50bp cut as inflation cools and the labour market softens.

Cocoa goes parabolic on West African crop failure

Cocoa futures more than double as disease and weather devastate Ivory Coast and Ghana harvests.

Uranium breaks out as nuclear revival accelerates

Spot uranium pushes toward decade highs as reactor restarts, new builds and supply discipline collide.

China property crisis deepens

Country Garden misses payments and Evergrande files for US bankruptcy protection, reviving fears over China growth.

Nvidia guidance ignites the AI trade

Nvidia guides revenue ~50% above estimates on AI demand, adding ~$200bn in market cap overnight and leading a Nasdaq melt-up.

Silicon Valley Bank collapses

A deposit run topples SVB in 48 hours — the largest US bank failure since 2008 — sparking regional-bank contagion fears.

OPEC+ announces 2m bpd production cut

OPEC+ agrees its largest cut since 2020, defying US pressure and tightening an already strained market.

Fed begins its fastest hiking cycle in 40 years

The Fed lifts rates 25bp and signals a series of hikes to combat inflation running near 8%.

Russia invades Ukraine

Russian forces launch a full-scale invasion; Brent spikes above $100, European gas and wheat surge, gold bid as a haven.

WTI crude settles negative for the first time ever

May WTI futures settle at -$37.63 as storage at Cushing nears capacity and holders pay to offload barrels.

COVID-19 triggers fastest crash in history

Global equities collapse as lockdowns spread; the S&P 500 falls ~12% in a single session, its worst since 1987.