Opinion – Wednesday 26 November 2025

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U.S. Indices closed firmer on Tuesday, and while the tech-heavy Nasdaq 100 underperformed, it managed to pare all weakness initially seen, driven by NVIDIA, amid The Information reports that Meta is considering using Google’s TPUs in its data centres in 2027. NVIDIA...

Opinion – Tuesday 25 November 2025

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U.S. Indices closed sharply higher on Monday, with the S&P 500 reclaiming 6,700, posting broad-based gains, though the NASDAQ 100 outperformed as AI names clawed back some recent losses. Communications jumped 4%, led by Alphabet after more upbeat commentary on...

Opinion – Monday 24 November 2025

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U.S. Indices began Friday on the back foot and continued on the NVIDIA (NVDA) weakness seen on Thursday, but swiftly turned around, which was largely supported by a surprisingly dovish Williams. The New York Fed President said, in his view, the Fed can still cut rates...

Opinion – Tuesday 18 November 2025

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U.S. Indices saw heavy losses on Monday, with all sectors, aside from Communications and Utilities, in the red. There was no one specific catalyst for the risk-off trade to start the week, just further concerns regarding elevated valuations in the AI space, while the...

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...