13/04/2026 Shifting war realities affect markets An uncertain and volatile environment around US-Iran negotiations is affecting oil prices. Any sign of subsiding war risks would obviously be positive...
14/10/2024 All eyes on inflation While inflation for September was above market expectations, one data point doesn’t make a long-term trend.
7/10/2024 Gold maintains its glitter The yellow metal has delivered strong gains amid monetary easing and rising risks around international conflicts.
1/10/2024 Chinese stocks rebound Chinese markets rose sharply on the back of optimism around stimulus measures announced by the PBoC.
23/09/2024 The Fed pivot arrives The Fed cut rates in September for the first time since the Covid crisis, embarking on a new easing cycle.
16/09/2024 ECB cuts rates again this year The ECB cut its benchmark interest rates in the context of falling inflation and weak economic growth.
9/09/2024 Rally broadening is underway The S&P 500 (excluding mag 7) has delivered strong gains this quarter, outperforming the large tech stocks.