TEAM Talk
-
Stocks Climb on Japan and EU Trade Deals
AMERICAN stocks rose to new all-time highs after President Trump announced deals with key trading pa...
-
IA 100 Industry’s Most Influential 2025 revealed
The heavily anticipated return of the IA 100, for the first time since 2020, sees some new and famil...
-
Corporate Earnings Push Markets Higher
A strong start to the second quarter corporate earnings reporting season offset ongoing concerns ove...
-
Tariff Letters Spoil the Party
American stocks slipped back from their all-time highs after President Trump sent out letters to mor...
-
TEAM 2nd Quarter 2025 Investment Review & 3rd Quarter Outlook 2025
An extraordinary quarter for global financial markets as chaos in the White House triggered price gy...
-
US Stocks Hit New All-Time Highs
American stocks extended their recovery to set new record highs after Israel and Iran agreed to a ce...
-
Bombs Fall and Stocks Don't
At the weekend, yet another geopolitical event took the markets by surprise, but it still did not ch...
-
Oil Prices Surge After Israel Strikes Iran
There has been much to be positive about in recent weeks, the US has struck a trade deals with the U...
-
Gorging on TACO’s
An adage states that Mr. Market tends to inflict the greatest amount of pain on the highest number o...
-
Threats of More Tariffs Rattle Markets
The stock market rally came to an abrupt halt at the end of the last week after Donald Trump, frustr...
-
Earnings Air Pocket Ahead?
Analysts now expect approximately +8% aggregate EPS growth for the S&P in 2025 against +12% at the b...
-
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...
-
US Policy Concerns Hit Stocks
The White House’s combative approach to economic and foreign policy sent US stocks sharply lower las...
-
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...
-
Tariff Torpedo’s
Sentiment and confidence are fragile human characteristics. Fresh from stellar back-to-back years fo...
-
Markets Having a Nervous Breakdown
In this column last week, I advised caution ahead of President Trump’s Liberation Day announcement o...
-
CIO Alert: Mind the Gap
Be careful what you wish for is the message emanating from Wall Street. Feint hopes of a watered-dow...
-
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....
-
Relief
Wall Street witticisms include the adage that ‘only baboons pick bottoms’, a reference to the idea t...
-
Wealth Shock?
As we embrace, and navigate, ‘correction territory’, the industry label assigned to market drawdowns...