Taco V2.0
Markets breathed a sigh of relief after the US president’s Davos speech — not because it was well received, but because it was less bad …
January 22, 2026
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Davos.
Markets are pressured by an unusual mix of geopolitics and bond market stress, as renewed US-Europe tensions over Greenland collided with a sharp sell-off in …
January 21, 2026
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The Tariff Hit
Europe kicked off the week in a foul mood. With Wall Street closed, markets were left to stare at themselves in the mirror and ask …
January 20, 2026
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Act 3: Greenland
Something unusual has been happening over the past few weeks: I am losing my words. Not because there is nothing to say, but because the …
January 19, 2026
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Revisiting the AI trade
Happy Friday, everyone. AI optimism was driving the markets yesterday – after strong results from TSMC, but markets are entering a more demanding phase. Last …
January 16, 2026
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Who feels the heat?
US crude tumbled nearly 3% this morning, silver fell 5%, and gold barely budged — a relief after Iran reportedly deescalate tensions and the US …
January 15, 2026
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