US data sends its regards — Merry Xmas!
The year is almost over, yet the markets keep surprising. US GDP for Q3 came in at 4.3%, the fastest growth in two years, driven …
December 24, 2025
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US data in focus as investors look for... Santa!
Markets enter the final stretch of the year in a cautious mood, with European equities struggling to find direction and global investors increasingly fixated on …
December 23, 2025
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Moore Threads takes aim at Nvidia’s H200
Friday’s tech rally brought some much-needed relief to markets, thanks to one major news: Oracle will host TikTok’s US user data – meaning that they …
December 22, 2025
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An Imperfect Report
At first glance, the latest US CPI report looked like an early Christmas gift. Headline inflation fell sharply, core inflation cooled faster than expected, and …
December 19, 2025
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Bubble Trouble
AI stocks are wobbling. Amazon’s $10bn OpenAI deal has tongues wagging, Oracle’s mystery Michigan backer keeps everyone guessing, and credit fears are spiking. Oracle’s down …
December 18, 2025
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BoE's got the greenlight
Markets usually cheer bad data — but this time, they hesitated. US jobs figures were weak, yet not weak enough to force a rethink on …
December 17, 2025
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