<div id="readability-page-1" class="page"><div><ul><li><b>Global equity markets, led by Nasdaq 100, S&amp;P 500, Nikkei 225, and KOSPI, climbed to fresh record highs</b> as AI-driven optimism continued to overpower geopolitical concerns surrounding the fragile US-Iran ceasefire.</li><li><b>Rising oil prices, stronger inflation expectations, and hawkish Federal Reserve rhetoric</b> reinforced the “higher-for-longer” interest rate narrative, pushing US Treasury yields higher and supporting broad US dollar strength.</li><li><b>Chart of the day: The Hang Seng Index</b> maintained a constructive bullish structure after rebounding from its 20-day moving average, with momentum indicators suggesting potential upside continuation above the 26,210/100 support zone.</li></ul></div></div>

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<p>Global equity markets, led by the Nasdaq 100 and S&P 500, reached record highs driven by AI optimism, despite geopolitical tensions over the US-Iran ceasefire. Rising oil prices and hawkish Federal Reserve comments supported a stronger US dollar. Major tech firms like Alphabet and Amazon are issuing debt in lower-yielding currencies for AI investments. Upcoming US CPI data is anticipated to show increased inflation. In Asia, markets surged, with the Nikkei and KOSPI hitting new highs, while the region's currencies weakened against the dollar.</p>

- Global equity markets, including Nasdaq 100 and S&P 500, reached record highs amid strong AI-driven optimism, overshadowing geopolitical concerns.  
- Rising oil prices and hawkish comments from the Federal Reserve contributed to the prevailing "higher-for-longer" interest rate outlook, leading to increased US Treasury yields and US dollar strength.  
- The Hang Seng Index showed a bullish trend by rebounding from its 20-day moving average, indicating potential for further gains above the 26,210/100 support zone.

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Asia open: Stocks hit new highs on AI optimism as US-Iran ceasefire hangs by a thread