Earnings outshine war worries
Geopolitics remain ugly, with no resolution in sight for tensions around the Strait of Hormuz, keeping oil supply tight and volatility elevated. Central banks are …
May 1, 2026
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Strong Big Tech earnings overshadowed by oil price spike
Strong earnings from Microsoft, Amazon and Alphabet reinforced the AI narrative, with robust cloud growth confirming that heavy investment is starting to translate into real …
April 30, 2026
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Cracks, cracks...
Two seismic headlines dominated markets yesterday. First, the UAE announced it is leaving OPEC after six decades, driven by frustration with production quotas and ongoing …
April 29, 2026
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Big Tech priced to perfection into earnings
The BoJ leaves its rates unchanged but lowers its growth projections while revising its inflation forecast higher. The Fed starts its two-day meeting today amid …
April 28, 2026
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Peace hopes lift sentiment into busy week
Markets are starting the week on a firmer footing, supported by renewed peace hopes in the Middle East and a strong start to earnings season. …
April 27, 2026
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Chips Ahoy!
Geopolitical tensions remain elevated as markets digest fragile ceasefire dynamics alongside rising energy prices. Oil is consolidating near the $100 per barrel mark, feeding renewed …
April 24, 2026
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