Global markets Updated for last night’s close, US stocks were up modestly over the past week helped by relief on the trade-war front. However, US stocks fell on Friday and more so overnight due to a major new threat to the prevailing AI narrative.  2025 has started …

Global markets It’s good to be back! Global equities enjoyed a bounce higher last week thanks to a lower-than-expected US inflation result and encouraging news on the Trump ‘trade wars’ front. 2025 has started somewhat cautiously, with resilient US economic growth and persistent inflation leading to a …

Global markets Global equities fell for the second week in a row following the ‘hawkish cut’ by the US Federal Reserve. As alluded to last week, the major global highlight of the past week was the Fed meeting. Although the Fed cut rates by 0.25% as widely …

Global markets Global equities eased back last week after three weekly gains – likely reflecting buyer exhaustion, higher bond yields, and caution ahead of the US CPI result and upcoming Fed meeting. There were few major global market movers last week, with the US November CPI inflation …