Opinion – Tuesday 10 June 2025

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U.S. Indices ultimately saw minor gains on Monday, but the Russell clearly outperformed. Sectors were predominantly green with outperformance in Consumer Discretionary, Materials and Energy, while Utilities, Financials and Consumer Staples lagged. The main...

Opinion – Monday 9 June 2025

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U.S. Indices closed positive on Friday, while Treasuries sold off in the wake of the US jobs report. Overall, it was solid as the headline topped expectations, and the Unemployment Rate remained at 4.2%, as expected, albeit with a revision lower to the headline NFP...

Opinion – Thursday 5 June 2025

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U.S. Indices were choppy throughout the day but ultimately finished Wednesday’s session flat-to-slightly-higher, with outperformance in the NASDAQ, thanks to a solid showing in the Communication Sector, with strong gains in Meta (META), while Google (GOOGL) pared some...

Opinion – Wednesday 6 April 2025

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U.S. Indices closed higher on Tuesday after again reversing overnight weakness on trade worries, and once US trade was underway. Upside extended in the wake of the rise in April JOLTS ahead of the May NFP due Friday, which also saw bonds pare earlier gains. Sectors...

Opinion – Tuesday 3 June 2025

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U.S. Indices closed ultimately closed Monday’s session in the green with the NASDAQ leading the gains as outperformance in the Tech sector kept Indices bid once cash equity trade was underway. The majority of sectors were green, but there was clear outperformance in...