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 3 November 2025

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U.S. Indexes closed mixed when looking on a sector basis, as Consumer Discretionary surged thanks to Amazon’s 10% rally on a profit, revenue, and AWS beat. In tech, Apple was marginally higher but reversed earlier gains to close 0.5% lower as participants...

Opinion – Thursday 30 October 2025

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U.S. Indexes, Treasuries, and Gold saw notable selling, while the U.S. Dollar soared in the wake of a very hawkish Powell at the Fed press conference. In the decision beforehand, it cut rates by 25 basis points, as expected, to 3.75-4%, albeit in a 10-2 decision....

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...