Updated
Updated · Bloomberg · Jul 24
Global Stocks, Bonds Fall as Kospi Tumbles 6% on AI Doubts and Oil Surge
Updated
Updated · Bloomberg · Jul 24

Global Stocks, Bonds Fall as Kospi Tumbles 6% on AI Doubts and Oil Surge

3 articles · Updated · Bloomberg · Jul 24

Summary

  • MSCI’s Asia Pacific equities gauge dropped 2.1% and global bonds also fell as investors questioned returns on billions spent on AI and braced for renewed inflation pressure.
  • Oil’s surge sharpened that inflation worry, while chip heavyweights Samsung Electronics and Taiwan Semiconductor Manufacturing led the equity selloff and Nasdaq 100 futures turned 0.3% lower.
  • South Korea’s Kospi suffered the steepest hit, tumbling 6% after an earlier 1.35% opening decline, extending a broader retreat from Wall Street into Asia.
  • Brent crude had already pushed above $100 a barrel amid escalating US-Iran tensions, adding a geopolitical shock to markets already reassessing AI-driven valuations.

Insights

Beyond the market panic, who are the hidden economic winners profiting from the escalating chaos in the Middle East?
As the US-Iran war spreads to the Red Sea, what is the next economic domino to fall in this escalating global crisis?