Opinion – Thursday 14 May 2026

U.S. Indexes closed with an upward bias as the NASDAQ 100 outperformed, buoyed by strength in Mag-7 (ex-MSFT), with NVDA and MU being particularly fruitful. Nvidia CEO has joined President Trump on his trip to China, while Micron saw a chunky BofA PT lift. Focus...

Opinion – Wednesday 13 May 2026

U.S. Indexes were mixed on Tuesday, with the NASDAQ 100 and Russell 2000 underperforming while the S&P 500 closed flat and the Dow closed slightly firmer. Sector performance was also mixed, with Health Care, Consumer Staples and Energy outperforming, while...

Opinion – Tuesday 12 May 2026

U.S. Indexes were firmer on Monday, albeit off highs, with gains led by further upside in semiconductor names; SOXX +2%. Energy outperformed alongside higher crude prices, while Materials benefited from strength in metal prices. Oil prices rose after US President...

Opinion – Monday 11 May 2026

U.S. Indexes closed with extensive gains on Friday, as the tech-heavy NASDAQ 100 outperformed amid chunky gains in semiconductor names and the broad-based mega-caps. Intel had another positive catalyst, as it and Apple (AAPL) reached a preliminary chip-making...

Opinion – Thursday 7 May 2026

U.S. Indexes closed at new all-time highs as Markets traded risk-on on Tuesday helped by declining oil prices while there was somewhat of an unwind of the increased geopolitical tensions on Monday. The US stated that the ceasefire with Iran remains in place, despite...

Opinion – Wednesday 6 May 2026

U.S. Indexes closed at new all-time highs as Markets traded risk-on on Tuesday helped by declining oil prices while there was somewhat of an unwind of the increased geopolitical tensions on Monday. The US stated that the ceasefire with Iran remains in place, despite...