Opinion – Thursday 6 November 2025

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U.S. Indexes ended Wednesday’s session with notable gains after a downbeat start as initial AMD weakness post-earnings weighed with investors touting lofty valuations, but this soon pared. Sectors were mainly green with Communication Services and Consumer...

Opinion – Wednesday 5 November 2025

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U.S. Indexes closed, led by the 2% fall in the NASDAQ 100 lagging. Technology was the clear sectoral laggard, weighed by weakness in Palantir (-8%) post-earnings, which also weighed on other AI plays, such as NVDA (-4%). Back to PLTR, they reported a stellar quarter...

Opinion – Tuesday 4 November 2025

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U.S. Indexes closed mixed, with the NASDAQ 100 outperforming while both the Rusell and Dow lagged. Upside in the S&P and NASDAQ was primarily due to the heavy cap tech stocks, with Amazon (AMZN) lifting the Indices after it inked a USD 38 billion deal with OpenAI...

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...