Peak cycle behaviour
Nvidia’s slump – despite strong earnings and guidance beat - dragged the S&P500 slightly lower, although most stocks advanced on falling US yields. Software selloff …
February 27, 2026
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Nvidia shines, yet markets stay cautious
Nvidia delivered another blockbuster quarter, beating expectations across revenue, margins and forward guidance. Yet the market reaction was restrained. Nvidia shares rose in after-hours trading, …
February 26, 2026
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Nvidia’s earnings could impress — but not reverse AI worries
US and European equities rebounded as global investors digested the latest US tariff shake-up and the AI fear trade eased. Big Tech saw action too. …
February 25, 2026
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AI-pocalypse
Markets started the week on a weak note as Trump’s tariff shake-up rattled investors, hittingmany sectors – especially European exporters. AI fears spilled over the …
February 24, 2026
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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
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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
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