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U.S. Indices were rangebound to start the week, while the Russell 2000 (+0.4%) outperformed in thin newsflow and typical summer trading conditions as focus resided around US/Ukraine/Russia updates. On Friday, after the close, Trump and Putin held a summit, whereby...
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U.S. Indices traded mostly in the red on Friday as tentativeness was present across markets ahead of the Trump/Putin meeting. Despite US Retail Sales matching expectations in July alongside a stronger-than-expected control figure (a better gauge of core spending),...
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U.S. Indices closed higher on Wednesday, but small caps continued to surge while the NASDAQ closed marginally higher. The outperformance in the Russell was led by more dovish rate cut bets, which were bolstered by Treasury Secretary Bessent advocating for a 50bps move...
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U.S. Indices closed at new all-time highs on Tuesday while the Dollar was sold and T-Notes steepened in response to a “not as bad as feared” CPI in the face of President Trump’s tariffs, keeping a September rate cut on the table following the weak...
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U.S. Indices ultimately settled lower to start the week in a day of quiet newsflow, with attention turning to US CPI on Tuesday. Highlights came from over the weekend, where US President Trump approved export licenses for Nvidia (NVDA) and AMD (AMD) to sell chips to...
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U.S. Indices closed higher on Friday with the majority of sectors firmer, Tech, Communication and Financials outperformed, while Real Estate, Utilities and Industrials lagged. US President Trump announced just before the close on Thursday that CEA Chair Miran will be...
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