TEAM Talk
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Earnings Air Pocket Ahead?
Analysts now expect approximately +8% aggregate EPS growth for the S&P in 2025 against +12% at the b...
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Trump is Positioning for Power in a Rewired World
You have seen the headlines about trade wars, tariffs and the looming digitaldollar. The US is no lo...
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US Policy Concerns Hit Stocks
The White House’s combative approach to economic and foreign policy sent US stocks sharply lower las...
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Trade Wars Intensify: How Economies Are Adapting to the Rising Tide of Tariffs
Tensions between the US and China have escalated this week, with both sides raising tariffs on each...
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Tariff Torpedo’s
Sentiment and confidence are fragile human characteristics. Fresh from stellar back-to-back years fo...
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Markets Having a Nervous Breakdown
In this column last week, I advised caution ahead of President Trump’s Liberation Day announcement o...
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CIO Alert: Mind the Gap
Be careful what you wish for is the message emanating from Wall Street. Feint hopes of a watered-dow...
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Trump's Liberation Day! - Puts Market in Spin
President Trump hit the headlines again in a recent social media post which said ‘for decades the U....
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Relief
Wall Street witticisms include the adage that ‘only baboons pick bottoms’, a reference to the idea t...
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Wealth Shock?
As we embrace, and navigate, ‘correction territory’, the industry label assigned to market drawdowns...
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The State of Play
Confidence, and by extension sentiment, is a fragile thing. We are currently hitting an air pock...
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Recession Fears Rattle Markets
US blue-chip stocks endured their worst week since September as concerns over the near-term impact o...
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MEGA Not MAGA
Only three months ago, widespread discontent over the perilous state of Europe’s largest economy led...
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Tariffs Send Markets Into a Spin
Markets have quickly become accustomed to the noise and volatility under Trump 2.0, but last week sa...
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Reality Check?
Major US equity indices managed to eek out marginal new all-time highs during the month, before turn...
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Leverage Works Both Ways
One of the developments that caught our attention heading into 2025, amongst many, was the dramatic...
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Unforgiving
The good news: EPS ‘beats’ are outpacing EPS ‘misses’ by approximately 1.7x. The bad news: the aver...
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Investor Caution Amid Volatility Increase
After achieving new stock market highs, investors turned cautious as the spectre of a world trade wa...
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Noise Cancelling Headphones
We start the week in quieter fashion with the US and Wall Street closed for Presidents Day but plent...
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Markets on Edge: Tariffs, Jobs Data, and Interest Rate Uncertainty
During the week Wall Street succumbed to nervousness with major technology names struggling amid Pre...