Opinion – Wednesday 15 July 2026

U.S. Indexes closed higher on Tuesday, reversing earlier pressure following the dismal earnings from IBM as a cooler than expected CPI Report helping the market to reverse earlier losses. Following the inflation metrics, which were cooler than expected across all...

Opinion – Tuesday 14 July 2026

U.S. Indexes closed lower on Monday, with the NASDAQ 100 the clear underperformer as Technology led the broader market lower. The weakness in Tech was driven by sharp losses in memory names (DRAM -c. 9%) and semiconductor stocks (SOXX -5%) amid concerns surrounding SK...

Opinion – Monday 13 July 2026

U.S. Indexes closed higher on Friday, with only healthcare trading in the red. Breadth was strong, led in Materials, Staples, and Communications. A rally in Meta supported the Comms sector despite a slight downside in Alphabet following Zuckerberg saying the new model...

Opinion – Thursday 9 July 2026

U.S. Indexes ultimately closed mixed on Wednesday, with the NASDAQ 100 in the green while the S&P 500 finished marginally lower. The Dow and Russell 2000 were the clear laggards. Sector performance was predominantly weaker, although Technology and Energy closed...

Opinion – Wednesday 8 July 2026

U.S. Indexes closed lower sold on Tuesday, with the NASDAQ 100 the clear underperformer as Technology led the downside, particularly across Semiconductor and memory names. The primary catalyst was Samsung’s preliminary Q2 earnings, which disappointed lofty...

Opinion – Tuesday 7 July 2026

U.S. Indexes closed higher on Monday following the long Independence Day weekend, with the NASDAQ outperforming as Technology led the advance. Semiconductor stocks were among the strongest performers (SOXX +3%), while memory names rallied around 7% ahead of...