Tech, tariffs and US jobs data
Happy NFP Friday, everyone! As the first full trading week of the year draws to a close, Big Tech is wobbling, with Nvidia slipping below …
January 9, 2026
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Uncomfortable.
The White House’s latest moves are giving investors a mild case of whiplash. From keeping a close eye on Nvidia’s China sales to telling defence …
January 8, 2026
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Rotation is happening
The year may have begun under the cloud of trade tensions, fresh geopolitical risks and lingering doubts over stretched AI valuations, but markets are clearly …
January 7, 2026
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Oil, defense stocks and rare earth metals rise on Venezuela bets
Venezuela dominates global headlines. The idea that American oil majors could eventually step in has been enough to lift energy stocks, even if the timeline …
January 6, 2026
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Markets barely flinch at Venezuelan news
Phew, what a start to the year! While the US swooped into Venezuela and took Maduro out over the weekend, markets barely batted an eye. …
January 5, 2026
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Time for Season Greetings!
Here we are again, already wishing each other a Happy New Year! I wanted to take a moment to Thank You, from the bottom of …
December 26, 2025
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