Opinion – Thursday 13 November 2025

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U.S. Indices closed mixed as the risk tone was mixed on Wednesday, with European Indices rallying across the board, but US Indices were mixed. The SPX, NDX, and RUT closed little changed, but the Dow Jones again saw strong outperformance thanks to upside in...

Opinion – Wednesday 12 November 2025

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U.S. Indices reversed initial losses seen in what was a day of two halves. At the cash open, and US equity futures prior to it, weakness was seen, which was led by CoreWeave cutting revenue guidance, and Softbank selling its whole stake in NVIDIA. While both those...

Opinion – Wednesday 11 November 2025

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U.S. Indices closed the first trading session of the week in the green amid risk-on sentiment as the US Senate took the first steps over the weekend to end the US government shutdown, alongside continued positive US/China trade developments. Sectors are predominantly...

Opinion – Monday 7 December 2015

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The US Employment Report virtually matched expectations (NFP +211k, Unemployment steady at 5%) and effectively confirms a Fed lift-off in ten days time is a done deal. The report also revealed +35k of upward revisions to September and October while as expected average...

Opinion – Thursday 3 December 2015

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“Were the FOMC to delay the start of policy normalization for too long, we would likely end up having to tighten policy relatively abruptly to keep the economy from significantly overshooting both of our goals,” Fed Chair Yellen told the Economic Club of Washington...