Opinion – Wednesday 3 June 2026

U.S. Indexes closed higher on Tuesday, with the Russell 2000 outperforming as it rebounded from Monday’s losses, while the S&P 500 and NASDAQ also posted modest gains. Sector performance was broadly positive, with Utilities and Energy leading the advance....

Opinion – Tuesday 2 June 2026

U.S. Indexes ultimately closed mostly higher on Monday, although gains were concentrated in large-cap tech, while the Russell 2000 underperformed and broader sector breadth remained weak outside of Technology and Energy. Technology was supported by strength in...

Opinion – Thursday 28 May 2026

U.S. Indexes were largely traversing sideways, consolidating in a range just off all-time highs. Sectors were mixed, though there was decent upside in Consumer Discretionary (ANF and BBWI were standouts). Note, heavyweights Tesla and Amazon did the heavy lifting....

Opinion – Wednesday 27 May 2026

U.S. Indexes gained on Tuesday, helped by broad buying across sectors (RSP +0.5%) and particularly gains in AI-related stocks. Micron (MU +19.4%) drove the bulk of SPX’s gains (contributed ~19 Handles to SPX’s 46-Handle) as the rally in semiconductors and...

Opinion – Tuesday 26 May 2026

U.S.  Equity Futures jumped and global stocks rose to record highs as crude oil fell after officials signalled – once again – that the US was nearing a deal with Iran to reopen the Strait of Hormuz and restore oil flows. The Dollar weakened while precious...

Opinion – Monday 25 May 2026

U.S. Indexes ended the week higher amid broad strength (RSP +0.9%). Healthcare, Industrials, and Utilities outperformed, while Communications was the only sector notably in the red. Hardware names (DELL +16.8%, HPQ +15.3%) surged on Lenovo reporting its highest...