Bubble Trouble
AI stocks are wobbling. Amazon’s $10bn OpenAI deal has tongues wagging, Oracle’s mystery Michigan backer keeps everyone guessing, and credit fears are spiking. Oracle’s down …
December 18, 2025
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BoE's got the greenlight
Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on …
December 17, 2025
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The Season Final
Markets started the week on a cautious footing. European and UK equities benefited from rotation flows, while US tech continued to struggle, with the Nasdaq …
December 16, 2025
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Tech Disappetite
Global markets are developing a clear case of tech disappetite, as investors quietly push AI darlings aside and rediscover value elsewhere. The Dow Jones printed …
December 15, 2025
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Big week ends with big questions
The S&P 500 tiptoed higher yesterday as the US 2-year yield hovered around 3.50%, following the Fed’s “not-so-hawkish” rate cut earlier this week. Value stocks …
December 12, 2025
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Post-Fed gains evaporate with Oracle earnings
Yesterday’s Fed decision felt like watching a magician pull a rabbit out of a hat — except half the audience was busy checking their watches. …
December 11, 2025
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