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Global Market Today: Asian stocks extend rally to record, gold falls

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Global Market Today: Asian stocks extend rally to record, gold falls
Asian equities rose on Tuesday as a recovery in US tech stocks gathered momentum after last week’s selloff tied to concerns over spending on artificial intelligence.

The Nikkei 225 Index continued its election-fueled rally to rise over 1% to set a new record, while stocks also opened higher in South Korea and Australia. That pushed the MSCI Asia Pacific Index to an all-time high. Asian gains came after the S&P 500 climbed to close near a record on Monday, as some of the hardest-hit stocks in last week’s selloff rebounded.

The dollar held its losses and Treasuries were steady as traders geared up for Wednesday’s US jobs report. Gold and silver fell in early trading on Tuesday as investors took profits in a choppy market that’s still trying to find a floor following a historic rout.

The gains in stocks signaled easing concerns around the AI trade that came to a head in the past two weeks, lashing software companies and casting a pall over high-spending tech companies. While that plays out, traders are now bracing for key economic data that may shape expectations for the Federal Reserve’s interest-rate path.

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“When markets sell off like certain areas in tech have, there’s often knee-jerk rallies,” said Sameer Samana at Wells Fargo Investment Institute. “Time will tell if we need a retest or if enough value was created.”


In another sign of heavy spending by tech companies, Alphabet Inc. is set to raise $20 billion from a US dollar bond offering — exceeding the expected $15 billion — while also pitching investors on its first-ever sales in Switzerland and the UK. The UK deal would include a rare 100-year bond.
Elsewhere, the yen weakened on Tuesday after trading around 156 per dollar in the last session following Prime Minister Sanae Takaichi’s historic election triumph during the weekend. Brent crude oil rose for a second day on Monday as rising tensions in the Middle East centered on OPEC member Iran added a risk premium to prices. Bitcoin wavered near $70,000.The focus this week is on a packed run of US economic data, including the two most consequential readings: employment and inflation.

The jobs report — due Wednesday — is expected to show payrolls rose 69,000 in January. The unemployment rate is seen steady at 4.4%. The data will also include historical revisions that are anticipated to show a sizable downward adjustment to payrolls in the year through March 2025.

In Friday’s consumer price index, economists will look for more evidence that inflation is on a downward trend. Before that, figures on Tuesday are projected to show solid retail sales.

Those releases could shape expectations for the Fed’s next move on interest rates. Traders are broadly expecting policymakers to leave rates on hold when they meet next month as they did in January when they voted to keep them at 3.5% to 3.75%.

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Treasury yields fell on Monday after National Economic Council Director Kevin Hassett said lower US jobs numbers can be expected in the months ahead as population growth slows.

“We think the stabilizing labor market — marked by modest hiring and limited layoffs — should help keep the Fed on track to cut rates once or twice this year, assuming price pressures continue to ease,” said Angelo Kourkafas at Edward Jones. “Lower interest rates should reduce borrowing costs for consumers and businesses, helping support the economy and corporate profits.”

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Persimmon aiming for increased completions this year but warns Iran impact is unknown

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The firm’s brick factory in Doncaster is working 24/7 to meet demand

A Persimmon housing development

A Persimmon housing development(Image: PA)

Developer Persimmon is hoping for an uplift in new homes completed this year, providing the conflict in Iran and its impacts are “short”.

The York-based housebuilder issued full year results to the London Stock Exchange showing a 12% rise in completions in 2025, to 11,905. Underlying operating profit was up 17% to £472.1m, although this was before an exceptional charge of nearly £45m and a goodwill impairment of £3.4m.

Staff at the firm’s South Yorkshire brick factory are working around the clock to meet demand, with plans in place to expand the site’s capacity with an additional production line, opening in 2027. Along with its timber frames and tiles, Persimmon said it now preferred to use materials manufactured in house.

Bosses said current market conditions are “supportive”, including better mortgage availability and real wage growth, coupled with beneficial changes to planning rules. However it said the impacts of the conflict in the Middle East were so far unknown.

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In the first nine weeks of this year, Persimmon’s net private sales rate per outlet was up 9% compared to the same period last year. The average selling price in 2025 rose 4% to more than £278,000.

Dean Finch, group chief executive, said: “Persimmon delivered a strong performance for 2025, with completions growing 12% and underlying profit before tax increasing 13%. This reflects our sustained investment in the business and our commitment to self-help, enabling us to grow in a challenging market. I want to thank all my colleagues for their dedication and expertise in delivering this result; I am proud to work alongside them.

“Sales in the opening weeks of the year have been strong and the build to rent market is recovering from the slowdown around November’s Budget. Whilst we have good visibility of both our costs for 2026 and our demand from registered providers and build-to-rent, the impact of the Iran conflict on customer sentiment remains to be seen. Assuming the conflict with Iran and its impact is short, Persimmon is set to grow again in 2026.

“Our three distinctive brands all grew last year, diversifying our market reach. Our strengthened brands, strategic land bank, on-going investment and operational improvements, supported by our balance sheet and unique vertically integrated model, position Persimmon well to grow into the medium term.”

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Blackton Grange wedding venue gets five figure sum to instigate growth

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The business between Middleton-in-Teesdale and Barnard Castle is run by twin sisters Stella Laird and Jodi McSherry

Blackton Grange is located between Middleton-in-Teesdale and Barnard Castle.

Blackton Grange hopes to use the funding to market itself.(Image: NEL Fund Managers)

A wedding venue and holiday homes business in the North Pennines is looking to grow thanks to five figure loan funding.

Blackton Grange Estates hosts weddings at its Balderhead site, which includes 11 acres of countryside, a converted barn, and a farmhouse property sleeping up to 18 people. The property is also let for holidaymakers.

The business is run by twins Stella Laird and Jodi McSherry who are said to share a passion for property, interiors and creating a place to entertain. The sisters turned a formerly tired outdoor activity centre and hostel into a luxury venue, and started taking bookings for the property in 2023, later opening up for weddings.

Now, a five-figure sum from the Northern Powerhouse Investment Fund, NPIF II – NEL Smaller Loans, which is managed by NEL Fund Managers, is hoped to prompt growth. The money will be used to bring in marketing agency Venue Spark, who will help the entrepreneurs promote their newly restored wedding barn and growth the Blackton Grange brand.

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Ms Laird said: “Partnering with NEL has been a brilliant experience for us at Blackton Grange Estates and a very smooth process working with all levels of the management team, we are excited for the future working with NEL and how they can help accelerate our growth plans, not just with this project, but over the coming years as we continue to build and grow our brand and business.”

Susan Snowdon, investment executive at NEL Fund Managers led this investment. She said: “Stella and the team were fantastic to work with and it’s so impressive to see what they have done with the space at Blackton Grange. I look forward to continuing to work with them and wish them both the best of luck for their next stage of business growth.”

Sarah Newbould, senior investment manager at the British Business Bank, said: “Backing ambitious businesses across the North is central to driving sustainable regional growth. Through NPIF II, we’re committed to improving access to finance so that companies with strong potential can scale and create local opportunity.

“Blackton Grange reflects this ambition, building a distinctive luxury venue in the North Pennines and investing in its brand to support the next phase of growth.”

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To find all the planning applications, traffic diversions, road layout changes, alcohol licence applications and more in your community, visit the Public Notices Portal.

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what exhibitions teach us about modern marketing

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Attention is the most valuable currency in this era of digital channels saturated with ads, notifications, and content vying for consumers’ focus.

Yet, exhibitions and trade shows continue to command influence, reminding marketers that human attention cannot be fully replaced by algorithms or automation.

This article explores what exhibitions teach us about attention, engagement, and the psychology of buying, offering lessons for marketers across industries.

Face-to-face engagement still wins

In-person marketing has a unique advantage: it provides uninterrupted, multi-sensory engagement. Attendees are immersed in a space designed to capture their focus, giving brands a rare opportunity to make a memorable impression.

  • Duration matters: Research from VisitBritain shows that UK trade show visitors spend an average of 5.5 hours at an event, engaging with multiple brands. This level of concentrated attention is nearly impossible to achieve in a digital scroll environment.
  • Decision-making impact: Around 80% of trade show attendees influence or make purchasing decisions within their organisations, highlighting the quality and seriousness of the audience.
  • Trust and credibility: Face-to-face interactions help build confidence in a brand. Physical presence reassures prospects that a company is tangible, capable, and reliable.

Consider exhibitions as attention marketplaces. Every aspect of a stand, from design to lighting to staff interaction, is calibrated to capture focus and extend dwell time. You have more control here to create a level of engagement that digital channels struggle to replicate.

Visual memory and first impressions

Humans are wired to process visual information quickly. Neuroscience studies suggest the brain can interpret images up to 60,000 times faster than text, and people form a first impression of a visual environment in less than a second. Exhibitions leverage these cognitive traits.

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  • Clarity over complexity: Visually clean stands, with simple, bold messaging, outperform cluttered designs in terms of recall.
  • Consistency matters: Repeated exposure to brand colours, logos, and messages increases retention, making attendees more likely to remember and engage post-event.
  • Physical cues enhance memory: Multi-sensory elements, such as interactive demos or tactile product experiences, anchor information more effectively than screen-based content alone.

Even in a digital-first world, attention has to be earned. Exhibitions remind marketers that clarity, visual hierarchy, and sensory engagement directly affect brand recall and conversion.

Strategic use of physical space

One of the most underappreciated lessons exhibitions offer is the strategic role of space in shaping perception and behaviour. Every square metre of a stand can be designed to guide, influence, and focus attention.

  • Flow and layout: Open designs with intuitive traffic flow increase dwell time and allow staff to interact naturally with attendees.
  • Zoning for impact: Specific areas can be dedicated to demos, consultations, or quiet conversations, giving prospects control over how they engage.
  • Environmental cues: Lighting, flooring, and material choices all communicate professionalism and value, subtly influencing buying confidence.

For marketers, this demonstrates that context matters as much as content. A well-planned space fosters a mindset that makes people more receptive, attentive, and engaged. This can be translated to digital experiences through UX design, gamification, or immersive media.

Multi-channel integration amplifies ROI

Exhibitions are rarely standalone investments. The most successful marketers integrate trade shows with email campaigns, social media, and content marketing to create a cohesive, omnichannel experience.

  • Pre-show campaigns drive attendance to the stand.
  • On-site content, such as demos and social media shares, extends reach beyond the floor.
  • Post-show follow-up nurtures leads while the experience is still fresh in memory.

Capturing attention in a concentrated environment allows marketers to extend value across multiple channels, increasing ROI and driving measurable outcomes.

Lessons for SaaS and tech brands

High-growth tech companies, particularly in SaaS, can apply exhibition lessons to digital marketing strategies:

  • Account-Based Marketing (ABM) translation: Trade shows allow enterprise teams to engage multiple stakeholders simultaneously. Online, this principle translates to coordinated, multi-touch campaigns that combine personalised content with timely outreach.
  • Showcasing complex products: Interactive demos at exhibitions help communicate value in ways static pages cannot. Digitally, this equates to video walkthroughs, live webinars, and interactive product tours.
  • Lead quality over quantity: Decision-makers’ attention is more valuable than broad reach, underscoring the importance of targeting and personalisation across both physical and digital channels.

These insights show that physical engagement teaches digital marketers to earn attention rather than demand it, creating stronger relationships and greater conversion potential.

Attention as a KPI

Marketing metrics often focus on clicks, impressions, or downloads. Exhibitions offer a different perspective: attention itself is a KPI.

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  • Dwell time and engagement quality: Tracking how long attendees interact with a stand or demo reflects genuine interest and intent.
  • Visual memory and recall: Post-event surveys can quantify how much a brand was remembered and which messages stuck.
  • Conversion velocity: Face-to-face interactions often reduce the number of touchpoints required to close a deal, effectively lowering CAC (Customer Acquisition Cost).

This reframing encourages marketers to prioritise the depth and quality of engagement, not just the breadth of exposure, which is increasingly relevant as digital channels saturate.

Sustainability and experience economy considerations

Exhibitions also teach lessons about ethical marketing and brand perception. Modern attendees value sustainability and tangible experiences:

  • Modular, reusable stands reduce waste and align with sustainability initiatives.
  • Physical interaction creates memories and emotional connections that digital-only experiences rarely achieve.
  • Attention is reinforced by authenticity and trustworthiness, not gimmicks or invasive ads.

Brands that integrate sustainability, physical presence, and engagement design benefit from both practical and perceptual advantages: reduced costs, higher ROI, and improved brand affinity.

Attention remains scarce and strategic

Exhibitions demonstrate that attention cannot be automated. In a digital-first world, marketers must actively earn focus through interaction and thoughtfully designed experiences.

Key takeaways include:

  • Multi-sensory engagement increases recall and trust.
  • Strategic physical space guides behaviour and prioritises high-value interactions.
  • Integration with other channels maximises the lifespan and value of attention.
  • High-quality, memorable experiences reduce CAC and accelerate decision-making.

While digital channels will continue to dominate budgets, trade shows and exhibitions remain valuable opportunities for understanding how attention works. Use them as lessons in how physical engagement applies across the funnel, informing design, messaging, and strategy in every medium.

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Immunome: Upcoming NDA, Valuation, And Investment Case (NASDAQ:IMNM)

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Immunome: Upcoming NDA, Valuation, And Investment Case (NASDAQ:IMNM)

This article was written by

Dubai-based investor focused on building a resilient, income-generating portfolio with a long-term growth mindset. My approach is primarily long-only, blending dividend-paying equities, REITs, and other income strategies with selective growth opportunities. I believe in disciplined, fundamentals-driven investing, prioritizing capital preservation while compounding returns over time. Originally from India.

Analyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

Seeking Alpha’s Disclosure: Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.

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HC quashes Rs 1 crore GST seizure, orders return

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HC quashes Rs 1 crore GST seizure, orders return
Mumbai: Holding the seizure operations by the DGGI as “perverse, arbitrary and without authority of law”, the Bombay High Court quashed two seizure orders issued by the department and directed the return of ₹1 crore in cash seized from a Mumbai trader.

A division bench of Justices G. S. Kulkarni and Aarti Sathe ruled that officers of the Directorate General of GST Intelligence (DGGI) failed to comply with the statutory requirements under the GST law before seizing the money.

The bench also expressed surprise when the government counsel informed the court that the seized cash had been handed over to the Income Tax Department for further proceedings.
Smruti Waghdhare, proprietor of M/s Platinum International, had challenged seizure orders dated June 27 and June 28, 2023 issued in Form GST INS-02.

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Sean Duffy blames Chuck Schumer for airport security funding crisis

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Sean Duffy blames Chuck Schumer for airport security funding crisis

As travelers across the country face increasingly long security lines, the political fight in Washington over funding for the Department of Homeland Security is spilling over into everyday travel. 

TSA agents responsible for screening millions of passengers each day have been working without pay during the shutdown, raising concerns about staffing levels and wait times at airports.

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Those pressures have fueled growing frustration across the transportation system, particularly as security personnel remain on the job despite missing paychecks.

Transportation Secretary Sean Duffy joined FOX Business’ Stuart Varney on “Varney & Co.” to discuss transportation innovation and the policy challenges facing Washington, but the conversation quickly turned to the government funding standoff and its impact on airport security operations.

“Stuart, what the hell is going on?… We’re in war with Iran. Joe Biden let thousands, millions of people into this country. We don’t know who they are. Now more than ever, we need to fund the Department of Homeland Security,” Duffy said.

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AIRLINES CANCEL FLIGHTS, ISSUE TRAVEL WAIVERS OVER MIDDLE EAST UNREST

The transportation secretary also pointed to the financial strain facing TSA workers who continue reporting for duty while going without pay.

“The fact that you have TSA agents, they don’t make a lot of money… They can’t go without… multiple paychecks and think they can pay their mortgage, pay their rent, put food on the table,” Duffy said.

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Duffy argued that the political stalemate in Washington is directly affecting both federal workers and travelers moving through the nation’s airports.

“It’s unacceptable, Chuck Schumer has to get off the political bandwagon and start being on the American bandwagon and funding the Department of Homeland Security,” Duffy said.

He added that passengers frustrated by long airport security lines should make their concerns known to lawmakers.

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“Everyone who stands in that line, they should all call or email Chuck Schumer’s office. Say, ‘Get this done, Chuck,’” Duffy said.

The funding standoff continues as TSA agents remain on the job and travelers move through airports nationwide.

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Stocks Recover From Early Losses. It’s a Familiar Pattern.

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Stocks Little Changed After Fed Decision

The stock market started to climb out of its early hole on Monday. Pardon me if you’ve heard this one before.

The Dow, after nearly falling 900 points in the first hour of trading, was down just 280 points, or 0.6%. The S&P 500 cut its decline to 0.2%. The Nasdaq Composite was actually up 0.2%.

The stock market was following an identical pattern that played out most of the past week: The Dow racked up big declines early, but the indexes climbed out of the early hole as oil prices ease slightly.

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Sheffield withdraws March 2026 quarterly guidance

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Sheffield withdraws March 2026 quarterly guidance

Bruce Griffin-chaired Sheffield Resources has withdrawn both its production and shipment guidance for the March 2026 quarter at the Thunderbird mineral sands mine, citing multiple factors.

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Frontera agrees to sell Colombian oil assets to Parex for $750M

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Frontera agrees to sell Colombian oil assets to Parex for $750M

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IEA proposes largest ever oil release from strategic reserves, WSJ says

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IEA proposes largest ever oil release from strategic reserves, WSJ says


IEA proposes largest ever oil release from strategic reserves, WSJ says

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