Opinion – Thursday 30 January 2025

U.S. Equity Markets were choppy on Wednesday and ultimately saw two-way action on the Federal Reserve meeting. In an immediate reaction to the Fed holding rates at 4.25-4.50%, as expected, there was a hawkish reaction to the accompanying statement whereby it removed...

Opinion – Wednesday 29 January 2025

Tuesday’s trading session was largely a reversal of the Monday DeepSeek reaction. US equity futures were bid throughout the majority of the session led by upside in tech with Nvidia (NVDA) regaining some of the Monday losses, albeit still having some ground to...

Opinion – Tuesday 28 January 2025

U.S. Equity Markets were broadly hit on Monday with steep losses in AI and tech names leading the downside with NVDA closing down 17%. The weakness was observed with questions now hanging over the AI dominance in the US after China’s DeepSeek (an openAI rival)...

Opinion – Monday 27 January 2025

U.S. Equity Markets closed lower on Friday with the majority of losses occurring in the US afternoon on likely profit taking into the weekend after President Trump’s first week in office which saw the S&P 500 hit a fresh record high earlier in the week....

Opinion – Thursday 23 January 2025

U.S. Equity Markets  predominantly closed higher with the S&P 500 printing a fresh record high while T-notes saw gradual selling, more so in the belly. The upside in stocks was led by the NASDAQ 100 with Tech and Communication names the only sectors truly in the...

Opinion – Wednesday 22 January 2025

U.S. Equity Markets closed higher on Tuesday, ked by the 1.9% impressive gain in the Russell 2000 with the vast majority of sectors in the green, with only Energy in the red as President Trump’s executive orders and initial Dollar firmness weighed on the crude...