Articles in the “” Category
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Thunderstruck
Last week’s Deep Seek revelations prompted panic-sell activity in Nvidia and all things AI, before r...
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DeepSeek Triggers a Rout in AI Tech Stocks
Markets started off the week on the front foot as Donald Trump’s inauguration underlined his commitm...
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All That Glitters
To recap, 2024 was the first calendar year in recorded history that gold achieved a +25% return in t...
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We’re Going on a Growth Hunt*
UK bond markets have, once again, been thrust into the limelight.
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Stormy Waters
A strong gale whipped up across the financial market landscape this week, displacing the calm sailin...
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Investment Review 4th Quarter 2024
Animal spirits were reignited in the fourth quarter as Republican candidate Donald Trump completed o...
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A New Year's Hangover for Alcohol Stocks
Shares in Nvidia, the semiconductor powerhouse, gained 171% last year as the AI frenzy took hold and...
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Where to for the US 10-Year?
The only prior easing cycle in this sample with weaker US 10-year Treasury performance was all the w...
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Record Breakers
The close association between Donald Trump and the markets was underscored by his attendance at the...
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A Ceasefire, Wall Street Highs but Europe Still Troubled
Wall Street reached new highs this week buoyed by the ceasefire between Israel and Hezbollah. Howeve...