May 28, 2025, 08:36 GMT+2 A look at the European and global market session by Rae Wee Reflecting how much the technological restrictions imposed by the US on China will cost the artificial intelligence sector, Nvidia's quarterly results NVDA are the main event for the markets.
Reflecting how much the technological restrictions imposed by the US on China will cost the artificial intelligence sector, Nvidia's quarterly results NVDA are the main event for the markets. Analysts following the leading company in the sector expect a 66.2% increase in first quarter revenue, which should reach $43.28 billion. However, uncertainty over activities in China looms, although a softening of other regulations by US authorities could open up new markets. Meanwhile, options market participants are preparing for increased volatility, mainly due to defensive positions on a major semiconductor ETF.
Thomson ReutersNvidia is beating revenue estimates by smaller margins
Investors' attention is also focused on developments in the bond markets, after the disappointing coverage of the Japanese 40-year auction. Long-term market rates have risen worldwide in recent weeks, due to heavy selling linked to fears over rising deficits, particularly in developed countries such as the US and Japan. Concerns about tax relief and the chaotic US tariff policy are increasing fears of inflation, making long-term government bonds less attractive.
Thomson ReutersNvidia is beating revenue estimates by smaller margins
Thomson ReutersTrouble in bond land
In New Zealand, the central bank cut the benchmark rate by 25 basis points and expects a slightly more pronounced easing cycle than estimated three months ago. The Reserve Bank of New Zealand highlighted the risks related to US trade policy. Main events that could influence the markets: US quarterly reports: Nvidia, Bank of Montreal, National Bank of Canada, DICK'S Sporting Goods, Macy's US auction of two- and five-year floating rate Treasury securities German 15-year Bund auction German unemployed May Final Q1 GDP and April producer prices France
Thomson ReutersTrouble in bond land
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