Articles tagged with “kitchen-notes”
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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...