Fragile rebound
Oh boy, what a start to the month! Japanese yields spiked after BoJ’s Ueda hinted at a rate hike, sending equities and Bitcoin tumbling, while …
December 2, 2025
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Ueda ruins the mood
Markets returned from Thanksgiving in a fragile mood, but it wasn’t the Fed, stretched tech valuations or holiday spending that set the tone this morning …
December 1, 2025
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A delicate setup
It always gets a bit… dull when the US steps out for Thanksgiving. The drama machine powers down, the rumours stop flying, and suddenly we’re …
November 28, 2025
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Happy Thanksgiving
Markets took a breather ahead of Thanksgiving, with US stocks adding to their gains and yields sliding. The 2-year Treasury yield — the December Fed …
November 27, 2025
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AI Season 2: Clash of the Giants
AI is entering a new phase: competition. Nvidia is being closely investigated, Google is becoming a top player, eventually pushing its rivals toward the edge …
November 26, 2025
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Three Fed scenarios
The market is holding its breath as December Fed rate cut expectations surge past 80%, and every comment from the central bank now carries outsized …
November 25, 2025
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