Opinion – Tuesday 29 April 2025

Stocks were choppy on Monday with early optimism unwound at the open in a tech-led sell-off as Huawei AI chip ambitions continue to hit Nvidia (NVDA). Meanwhile, the only data point released yesterday also caused some concern. The Dallas Fed Manufacturing survey was...

Opinion – Monday 28 April 2025

U.S. Indices closed mixed on Friday with outperformance in the NASDAQ 100 seen thanks to Alphabet’s (GOOGL) earnings beat when reported on Thursday night, while the SPX also finished green. Both the Dow and Russell 2000 lagged, however. Trade uncertainties...

Opinion – Thursday 24 April 2025

U.S. Indices had rallied early Wednesday morning and accelerated to peaks in the US session on positive rhetoric regarding China and US trade. The Wall Street Journal reported that the White House is considering cutting China tariffs to de-escalate the trade war, with...

Opinion – Wednesday 23 April 2025

U.S. Indices saw strength on Tuesday and pared some of Monday’s weakness amid the broader risk-on sentiment and participants buying Dollar-denominated assets. Risk-on trade was already seen as US players entered for the day and after the US cash equity open, but...

Opinion – Tuesday 22 April 2025

U.S. Indices tumbled on Monday while the Treasury curve steepened in response to further pressure from US President Trump on Fed Chair Powell to lower interest rates. It remains to be seen if the President can fire Powell, but NEC Director Hassett suggested Trump is...

Opinion – Thursday 17 April 2025

U.S. Indices closed lower in what turned to be a volatile Wednesday trading session. The Dollar was weak closing at year-to-date lows. Trade tensions with China remain high, US President Trump launched an investigation into national security risks posed by US reliance...