AI Stocks Are Repricing as Higher Rates Meet a New Capex Question
AI stocks sold off across Asia, Europe and US futures on September 14 as safety warnings hit capex expectations while oil and bond yields tightened financial conditions.
Markets & Macro Contributor, Global Markets Review
Daniel Mercer is a markets and macro contributor at Global Markets Review, covering the economic forces that shape global asset prices. His work focuses on central-bank policy, interest rates, inflation, major equity indices, currencies and commodities, with particular attention to the developments driving investor sentiment across the US, UK and European markets.
He writes with an emphasis on explaining how macroeconomic events translate into practical implications for investors and listed companies, starting from the arithmetic of index weights, earnings contribution and discount rates, and working outward to the narrative rather than the reverse.
Daniel anchors the publication's coverage of the Federal Reserve, the European Central Bank and the Bank of England. Where a story requires tracking over several quarters, it usually carries his byline, and his pieces close with the specific data releases that would change the conclusion.
AI stocks sold off across Asia, Europe and US futures on September 14 as safety warnings hit capex expectations while oil and bond yields tightened financial conditions.
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