Opinion – Wednesday 15 October 2025

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U.S. Indexes saw a gyration on Tuesday, as they were initially weighed on by continued heightened US/China tensions and mixed US bank earnings. Afterwards, Indices reversed through the majority of the US session, before once again falling near the close as Trump once...

Opinion – Tuesday 14 October 2025

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U.S. Indexes rallied on Monday, paring some of the downside seen on Friday. U.S. President Trump announced China will face a 100% tariff from November 1st, late on Friday, but later suggested that everything will be “fine”. Treasury Secretary Bessent...

Opinion – Monday 13 October 2025

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U.S. Indexes plummeted on Friday while havens rallied as US President Trump reignited trade concerns. In response to China’s rare earth export controls, Trump threatened massive tariffs on China, noting that other countermeasures are also under consideration. He...

Opinion – Thursday 9 October 2025

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U.S. Indexes closed higher on Wednesday with upside led by the NASDAQ as tech stocks, namely NVDA, outperformed while the Dow lagged. Progress on the government shutdown was lacking, but there was some optimism in France regarding political instability and optimism on...

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...