Opinion – Thursday 30 July 2026

U.S. Indexes closed lower on Wednesday, weighed by a combination of continued weakness in the AI trade and heightened volatility surrounding the FOMC. Overnight, SK Hynix earnings failed to impress despite reporting record profits, adding further pressure to...

Opinion – Wednesday 29 July 2026

US Indexes closed mixed on Tuesday, with the S&P 500 eking out gains and the Dow Jones outperforming, while the NASDAQ 100 was the clear laggard. The Dow’s strength was driven by gains in UnitedHealth (UNH), Amgen (AMGN) and Sherwin-Williams (SHW). The...

Opinion – Tuesday 28 July 2026

Monday’s session saw two-way price action, with the initial optimism in equities fading as the session progressed. Sentiment was initially supported by the US and Iran pausing strikes against each other over the weekend, which saw oil prices tumble. Crude hit...

Opinion – Monday 27 July 2026

U.S. Indexes closed mixed on Friday with the NASDAQ 100 underperforming. Weakness in technology stocks continued following earnings, while the S&P 500 was broadly flat. Intel (INTC) reversed its initial post-earnings gains as elevated CapEx weighed on the stock...

Opinion – Thursday 23 July 2026

U.S. Indexes closed little changed to lower on Wednesday, with the Russell 2000 leading the losses while the NASDAQ 100 also underperformed ahead of big tech earnings after the close. Equities largely traded sideways throughout the session as investors awaited...

Opinion – Wednesday 22 July 2026

U.S. Indexes saw strength on Tuesday, as the tech-heavy NASDAQ 100 outperformed, seeing the Tech sector sit atop of the breakdown, buoyed by numerous bullish stories, ahead of GOOGL and TSLA earnings on Wednesday; 1) Taiwan export orders in June +59.4% Y/Y (exp....

Opinion – Tuesday 21 July 2026

U.S. Indexes closed mixed on Monday, with the tech-heavy NASDAQ 100 the only major Index to finish marginally higher. Technology and Communication Services were the only sectors to outperform, alongside Energy, with the former supported ahead of Alphabet’s...

Opinion – Monday 20 July 2026

U.S. Indexes ended the final trading session of the week lower, with Communication Services, Consumer Discretionary, and Technology the laggards ahead of the start of Mag-7 earnings next week. Energy was the only sector in the green and buoyed by the gains in the...

Opinion – Thursday 16 July 2026

U.S. Indexes closed mixed on Wednesday, with the NASDAQ 100 reversing early gains to ultimately underperform. ASML’s earnings initially lifted Nasdaq Futures after the company delivered strong Quarterly results. However, the stock reversed course during the US...

Opinion – Wednesday 15 July 2026

U.S. Indexes closed higher on Tuesday, reversing earlier pressure following the dismal earnings from IBM as a cooler than expected CPI Report helping the market to reverse earlier losses. Following the inflation metrics, which were cooler than expected across all...

Opinion – Tuesday 14 July 2026

U.S. Indexes closed lower on Monday, with the NASDAQ 100 the clear underperformer as Technology led the broader market lower. The weakness in Tech was driven by sharp losses in memory names (DRAM -c. 9%) and semiconductor stocks (SOXX -5%) amid concerns surrounding SK...

Opinion – Monday 13 July 2026

U.S. Indexes closed higher on Friday, with only healthcare trading in the red. Breadth was strong, led in Materials, Staples, and Communications. A rally in Meta supported the Comms sector despite a slight downside in Alphabet following Zuckerberg saying the new model...

Opinion – Thursday 9 July 2026

U.S. Indexes ultimately closed mixed on Wednesday, with the NASDAQ 100 in the green while the S&P 500 finished marginally lower. The Dow and Russell 2000 were the clear laggards. Sector performance was predominantly weaker, although Technology and Energy closed...

Opinion – Wednesday 8 July 2026

U.S. Indexes closed lower sold on Tuesday, with the NASDAQ 100 the clear underperformer as Technology led the downside, particularly across Semiconductor and memory names. The primary catalyst was Samsung’s preliminary Q2 earnings, which disappointed lofty...