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...

Opinion – Wednesday 16 April 2025

U.S. Indices closed mixed and within contained ranges, amid limited trade updates on Tuesday, albeit still a couple of worthy updates. Recapping, the US implemented a review on pharmaceutical and semiconductor imports ahead of Trump’s planned tariff...

Opinion – Tuesday 15 April 2025

Risk sentiment was initially buoyed overnight and through Europe after the US announced that smartphones and electronics were exempt from China’s additional tariffs, but Trump clarified they are still subject to the 20% tariff rate imposed on China due to the...

Opinion – Monday 14 April 2025

U.S. Indexes closed higher following another choppy session on Friday. T-Notes initially saw downward pressure to hit lows of 109-08 in wake of a dismal consumer confidence report accompanied by surging inflation expectations. However, stocks and bonds recovered from...

Opinion – Thursday 10 April 2025

Volatility continued on Wednesday but ultimately equities saw historic upside (SPX +9.5%, NDX +12.0%, RUT +8.7%, DJI +7.9%) as US President Trump implemented a 90-day pause on reciprocal tariffs to the 75 countries who approached the US for talks, seeing their tariff...

Opinion – Wednesday 9 April 2025

Markets were, once again, extremely volatile with earlier risk on sentiment faded by the U.S. close. Early upside was supported by commentary from US officials that many countries are looking for trade deals with the US, while Trump posted on Truth that China wants a...