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  • Week Ahead

    US attacks Iran; Tehran’s response, and the involvement or lack of key allies will be key to understanding the nature and the length of this conflict. Stocks steady; before the US…

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  • Week Ahead

    S&P 500 tops 6,000; May labour report points to a gradual erosion of the jobs market, but with continuing persistent inflation, the Fed is likely to stay on hold at least…

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  • Week Ahead

    Strong week for Equities; bonds rebound as yields fall across the board; USD weak on tensions with China on trade. Strong quarter for Nvidia, highlighting the superior earnings power of the…

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  • Week Ahead

    President Trump threatens 50% tariffs on EU from Jun 1: equities, treasuries, and the USD fall, before announcing a pause until July 9. This week important updates from Nvidia (Wednesday), US…

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  • Week Ahead

    Back in black: equities perform a strong rebound, while bonds end mostly unchanged. Benign CPI and PPI do not change the Fed’s plans much. Earnings continue to be strong. Moody’s downgrades…

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  • Week Ahead

    Market trading sideways, waiting for a breakthrough on trade; the US-China agreement is positive and gives hope for the future. Europe is strong, and Japan catches up. Very solid economic performance…

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