Updated
Updated · CaixaBank Research · Jul 13
SK Hynix Debuts on Nasdaq, Lifting Semiconductor Stocks and US Indexes
Updated
Updated · CaixaBank Research · Jul 13

SK Hynix Debuts on Nasdaq, Lifting Semiconductor Stocks and US Indexes

3 articles · Updated · CaixaBank Research · Jul 13

Summary

  • US stocks rose Friday and volatility eased after SK Hynix began trading on Nasdaq, giving semiconductor shares a fresh boost.
  • Semis helped offset broader market caution tied to possible Strait of Hormuz disruptions, even as Trump signaled openness to a deal with Iran and oil finished little changed.
  • Rate expectations also firmed, with markets pricing in two ECB and two Fed hikes over the next 12 months ahead of US June CPI and Kevin Warsh's congressional testimony.
  • Elsewhere, EuroStoxx 50 and DAX lagged on China-demand and energy-cost worries, while Asian markets advanced, led by Japan's Nikkei.

Insights

Can the new Fed Chair's dovish stance survive the inflationary shock from the escalating Iran conflict?
As Middle East oil falters, will China's green energy surge make it the new global economic stabilizer?
With the Strait of Hormuz closed, has the energy transition become an urgent global security imperative?