Opinion – Tuesday 6 October 2026

U.S. Indexes rallied on Monday, with broad-based gains across the major US indices, including the equal-weight S&P 500. Sectoral performance was also strong, with all sectors closing higher aside from Real Estate, while Materials, Communication Services and...

Opinion – Monday 5 October 2026

U.S. Indexes closed the final session of the week in the green, as did all sectors, with Consumer Discretionary and Materials the outperformers. The key risk event on Friday was the soft US Payrolls Report, as the headline underwhelmed, and the Unemployment rate rose,...

Opinion – Thursday 1 October 2026

U.S. Indexes closed mixed on Wednesday, with notable NASDAQ outperformance, while the SPX saw mild gains, RUT was flat and DJI lower, with the equal-weight S&P also declining. The majority of sectors were lower, led by Consumer Staples, Health Care and Real...

Opinion – Wednesday 30 September 2026

U.S. Indexes closed mixed, as the tech-heavy NASDAQ 100 outperformed, and ended with gains, as Oracle saw strength amid reports that OpenAI’s annual recurring revenue is reportedly close to USD 70 billion, a steep increase from earlier reports of an annualised...

Opinion – Tuesday 29 September 2026

U.S. Indexes closed lower on Monday, with the NASDAQ 100 underperforming as major Indices fell around 0.6-1.1%, while the equal-weight S&P declined 0.6%. Sectors were predominantly lower, led by Communication Services, Consumer Discretionary and Financials, while...

Opinion – Monday 28 September 2026

U.S. Indexes closed higher on Friday, with the Dow outperforming, while the Russell lagged. Most sectors closed higher, led by Technology, Industrials and Consumer Staples and Financials, while Energy was the clear laggard alongside lower crude, followed by...