Opinion – Wednesday 13 May 2026

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U.S. Indexes were mixed on Tuesday, with the NASDAQ 100 and Russell 2000 underperforming while the S&P 500 closed flat and the Dow closed slightly firmer. Sector performance was also mixed, with Health Care, Consumer Staples and Energy outperforming, while...

Opinion – Tuesday 12 May 2026

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U.S. Indexes were firmer on Monday, albeit off highs, with gains led by further upside in semiconductor names; SOXX +2%. Energy outperformed alongside higher crude prices, while Materials benefited from strength in metal prices. Oil prices rose after US President...

Opinion – Monday 11 May 2026

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U.S. Indexes closed with extensive gains on Friday, as the tech-heavy NASDAQ 100 outperformed amid chunky gains in semiconductor names and the broad-based mega-caps. Intel had another positive catalyst, as it and Apple (AAPL) reached a preliminary chip-making...

Opinion – Thursday 7 May 2026

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U.S. Indexes closed at new all-time highs as Markets traded risk-on on Tuesday helped by declining oil prices while there was somewhat of an unwind of the increased geopolitical tensions on Monday. The US stated that the ceasefire with Iran remains in place, despite...

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...