Caution from Powell
Federal Reserve (Fed) doves and risk-taking investors didn’t necessarily welcome Jerome Powell’s cautious tone in his speech yesterday, as the Fed Chair avoided committing to …
September 24, 2025
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Holy Nvidia!
Every time you think the AI rally has topped out, it finds another gear. Yesterday was one of those days... Nvidia surged nearly 4% to …
September 23, 2025
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BoJ crashes the party.
The markets’ final verdict for US indices was clear: the S&P 500, Nasdaq and Dow Jones all hit all-time highs a day after the Federal …
September 19, 2025
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Time for the US dollar to recover?
The Federal Reserve (Fed) started cutting rates yesterday, delivering a widely expected 25bp reduction. The new dot plot shows a median projection of two more …
September 18, 2025
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USD near year-low on dovish Fed divergence
US equities broke one more record before the widely awaited Federal Reserve (Fed) decision, while the Stoxx 600 fell more than 1% as rate-sensitive sectors …
September 17, 2025
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