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Holy Nvidia!
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.
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?
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
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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