NASDAQ 100 reached a fresh record high as tech gained, underpinned by TSMC’s solid earnings and an analyst upgrade for Apple. Slower gains in jobless gains however kept the bond markets questioning the pace of Fed rate cuts this year, and dollar remained mixed as well. Commodities were generally strong, with oil pushed higher by geopolitics and inventory drawdown and base metals supported by supply concerns. {table} US Equities: The Nasdaq 100 rallied 1.5% as optimism about the semiconductor and AI space rose following Taiwan Semiconductor Manufacturing Co beat estimates in its Q4 results and said it expected a ... (full story)