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British Retail Consortium and KPMG report: UK retail sales rose 1.9% YoY over the five weeks to July 4 (May 31–July 4) despite record high temperatures and the World Cup. BRC said store sales were dampened by the heat but timely promotions pushed onl

2026-07-14

British Retail Consortium and KPMG report: UK retail sales rose 1.9% YoY over the five weeks to July 4 (May 31–July 4) despite record high temperatures and the World Cup. BRC said store sales were dampened by the heat but timely promotions pushed online share to its highest level in 2026. Strong demand for fans and air conditioners and World Cup-driven gains in consumer electronics and food & drink supported the increase. Report warns political uncertainty and the The Middle East war may further weaken consumer confidence.

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2026-07-14

Bank of Korea data show foreign net investment in South Korean equities posted the largest single-month outflow on record in June.

Bank of Korea data show foreign net investment in South Korean equities posted the largest single-month outflow on record in June.
2026-07-14

Visible Alpha projects ASML Q2 sales at €8.83 bln (~$10.08 bln), inside company guidance of €8.4–9.0 bln and above €7.69 bln a year ago. Strong semiconductor demand and tight supply have prompted expectations that ASML could lift full-year sales guid

Visible Alpha projects ASML Q2 sales at €8.83 bln (~$10.08 bln), inside company guidance of €8.4–9.0 bln and above €7.69 bln a year ago. Strong semiconductor demand and tight supply have prompted expectations that ASML could lift full-year sales guidance a second time this year. UBS says ASML may move guidance to the top end of the range or slightly above it; JP Morgan’s Sandeep Deshpande points to robust DUV tool shipments as a reason for another upgrade. ASML CEO Christophe Fouquet has said AI infrastructure investment is driving chip demand beyond supply, tightening memory and storage and pushing costs higher; Micron executives have warned shortages could last past 2027. Investors will watch ASML management comments on AI-driven demand and the guidance outlook.
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