And the circle begins again
Oil prices are retreating on Middle East peace hopes, while AI optimism is roaring back as Meta’s Muse AI fuels expectations for a new wave …
September 22, 2026
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Not Enough
Markets found some relief this week, but not enough to erase the bigger risks. Nvidia revived appetite for AI and semiconductor stocks, yet financing and …
September 18, 2026
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It’s a Hike - and maybe more!
The Fed delivered a widely expected 25bp rate hike, signalling that inflation remains the priority despite political pressure for lower rates. Markets reacted hawkishly, with …
September 17, 2026
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Fed hike is probably the less-bad option
Kevin Warsh wanted the markets to guide the Fed toward a decision. This Wednesday morning, market’s verdict is clear: the Fed should deliver a 25bp …
September 16, 2026
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Love the news, love it not
AI investors have a new problem to worry about: what if AI development is simply moving too fast? Calls to slow frontier-model development triggered a …
September 15, 2026
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The circle narrows
Fear is what investors feel this morning as rising oil prices, higher interest rates and growing doubts around the AI boom weigh on sentiment. Meanwhile, …
September 14, 2026
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