Global week in review Global equities pushed higher last week, helped by solid US earnings reports and the completion of more major US trade deals.  Trump causes Japan and Europe to blink  Say what you like about US President Donald Trump but he does appear to have secured …

Global week in review Global stocks edged lower last week as concerns around US President Trump’s tariff strategy returned.   US tariff levels inch above market expectations With markets becoming increasingly numb to Trump’s persistent tariff threats, equities managed to squeeze out a small gain last week thanks to …

Global week in review Global stocks edged lower last week as concerns around US President Trump’s tariff strategy returned.   Tariffs are back Global equities tried hard last week to ignore the flurry of tariff announcements from US President Donald Trump. Trump announced a 50% tariff on copper and …

Global week in review Global stocks rose further last week, reflecting hopes around US fiscal stimulus and trade talks.  Trade and fiscal hopes  Global stocks are now looking for almost any excuse to rally. Last week, the US Senate’s passing of the ‘Big Beautiful Bill’ was a reason …

Global week in review Global stocks bounced back last week due to a Middle East ceasefire and lingering hopes of US rate cuts later this year. Most notably, the S&P 500 touched a new record high, fully unwinding the tariff-related slump earlier this year.  Iran’s limited response The …

Due to travel commitments, this week’s Bites is a shortened version without the usual charts. Global week in review It was a fairly quiet week in global financial markets despite simmering concerns over the Israel-Iran conflict. Markets were on tenterhooks, wondering whether US President Donald Trump …

Global markets  Global stocks were generally edging higher last week before Israel’s attack on Iran caused an understandable sell-off on Friday.  Israel-Iran conflict appears contained My early thoughts on the Israel-Iran tit-for-tat remain the same. Markets won’t much care if they keep exchanging missiles, provided it does not …

Global markets  Global stocks rebounded last week, helped by a bounce in US consumer confidence as well as US President Trump’s decision to delay a 50% tariff on European imports. Trump’s on-again, off-again tariff saga continues Markets were whipsawed again last week after US President Trump threatened to …

Global markets  Global stocks pulled back last week, likely reflecting some profit-taking after recent strong gains. But there are also concerns around US debt levels and Trump’s renewed tariff threats. Market jitters return The passing of a budget bill by the US House of Representatives mid-last week was …

Global markets  Global stocks rebounded sharply last week after the US and China agreed to temporarily lower tariffs for 90 days while trade negotiations continue. US-China trade deal Investors breathed a sigh of relief after it became clear that the outcome of the weekend US-China trade talks exceeded …