Markets remained resilient despite a more challenging interest-rate backdrop.

Stronger-than-expected U.S. payrolls reinforced labor-market resilience, while elevated Treasury yields and higher oil prices added complexity to the outlook for monetary policy.

At the same time, AI investment remained a key source of support for technology. Strong demand continues, but investors are becoming increasingly selective, with greater attention to valuations, margins and returns on investment.

In this week’s Aurea Global Weekly Market Report, we explore how these forces are shaping market expectations and investment decisions.