Articles tagged with “kitchen-notes”
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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...
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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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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...
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Trump World, Farmers & Billion $ Pizza
The Bank of England have signalled a desire to bring interest rates down to a less restrictive level...
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Advising Clients About ‘Escaping Looming Tax Traps’ by Moving Abroad
First, let’s consider the proposed abolition of non-dom status To quote a senior international tax a...