Opinion – Thursday 28 May 2026

U.S. Indexes were largely traversing sideways, consolidating in a range just off all-time highs. Sectors were mixed, though there was decent upside in Consumer Discretionary (ANF and BBWI were standouts). Note, heavyweights Tesla and Amazon did the heavy lifting....

Opinion – Wednesday 27 May 2026

U.S. Indexes gained on Tuesday, helped by broad buying across sectors (RSP +0.5%) and particularly gains in AI-related stocks. Micron (MU +19.4%) drove the bulk of SPX’s gains (contributed ~19 Handles to SPX’s 46-Handle) as the rally in semiconductors and...

Opinion – Tuesday 26 May 2026

U.S.  Equity Futures jumped and global stocks rose to record highs as crude oil fell after officials signalled – once again – that the US was nearing a deal with Iran to reopen the Strait of Hormuz and restore oil flows. The Dollar weakened while precious...

Opinion – Monday 25 May 2026

U.S. Indexes ended the week higher amid broad strength (RSP +0.9%). Healthcare, Industrials, and Utilities outperformed, while Communications was the only sector notably in the red. Hardware names (DELL +16.8%, HPQ +15.3%) surged on Lenovo reporting its highest...

Opinion – Thursday 21 May 2026

U.S. Indexes closed higher on Wednesday as markets grew increasingly optimistic that the Middle East conflict may be approaching its final stages. President Trump said talks with Iran are in their final stages, while Al Hadath reported that the Pakistani Army Chief...

Opinion – Wednesday 20 May 2026

U.S. Indexes ended yesterday’s trading session the day in the red, amid broader risk-off sentiment, although sectors closed more mixed. Sentiment was soured through the duration of Tuesday but extended further after the Wall Street Journal reported that mediators see...