Articles in the “” Category
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C.R.E.A.M. – Cash Rules Everything Around Markets.
Markets ended October with an increasingly familiar dilemma, economic growth remains resilient, but...
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Markets Brace for a Big Week
American shares had a mixed week with the Dow Jones Industrial Average gaining a little less than ha...
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Chips Fall as Oil Climbs Above $100
Markets had a difficult week. The Nasdaq Composite fell 4.5% and the S&P 500 lost 2%, while the...
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Resilient markets climb to new record highs
Global stock markets once again demonstrated remarkable resilience in a week headlined by rising gov...
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When Bonds Become the Story
When Bonds Become the Story Markets spent much of 2026 debating artificial intelligence, geopolitics...
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Resilient Growth, Narrower Leadership
Weekly article: 21st-25th September The story of the week was a global rethink of interest rates. It...
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Markets get a reminder that central banks still matter.
The past week served up a familiar reminder that the path ahead for interest rates matters greatly t...
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The Cost of Money Starts to Matter
When the Cost of Money Starts to Matter Global markets spent much of last week reassessing one assum...
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Debasement 2.0?
Market action this past week was defined by one dominant force, the bond market flexing its muscles...
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Gold & Silver Bounce
10th August - 14th August 2026 It was one of those summer weeks where markets looked calm on the sur...