Go Back to GO. Do Not Pass GO.
The US Supreme Court ruled most Trump-era import tariffs under the IEEPA illegal, bringing trade uncertainties back to the global arena. US yields edged higher, …
February 23, 2026
Read More
Hawkish minutes
Equity markets across Europe and the US bounced yesterday, with Big Tech and software leading the way, while Bitcoin lagged, missing the bullish wave. The …
February 19, 2026
Read More
Sentiment lifts, conviction lags
US equities rebounded yesterday after early-session weakness, with dip buyers stepping in near key technical levels. Yet beneath the surface, conviction remains thin. The AI …
February 18, 2026
Read More
Tech under pressure as US returns from long weekend
With US and most Asian markets closed, European trading on Monday was subdued, though defence stocks outperformed following a tense weekend meeting among Western allies. …
February 17, 2026
Read More
Soft US CPI reinforces rotation trade
US inflation delivered some relief last Friday, but falling yields couldn’t cheer up Big Tech stocks. Investors are increasingly uneasy about elevated valuations and the …
February 16, 2026
Read More
AI's Next Victim
Wall Street was again rattled by another wave of selloff in AI-related stocks – and their victims, a sign that the AI pressure is gently …
February 13, 2026
Read More