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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…
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…
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…
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…
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…
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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