God Bless AI!
A handful of AI-fuelled mega-cap stocks continue to power indices higher, while much of corporate America is grappling with slower growth, higher borrowing costs and …
May 29, 2026
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Stuck in Hormuz
US/Iran news become confusing on Iran’s new ambition to control the Strait of Hormuz with Oman once the peace deal is inked and the Strait …
May 28, 2026
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Take a Breadth
Geopolitical risks are being ignored, semiconductors continue pushing higher, even during a session where oil prices climb, suggesting that investors are either getting used to …
May 27, 2026
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Trapped between war, inflation and debt
Global markets remain trapped between war, inflation and rising debt. Geopolitical headlines are as unstable – if not more – than markets. Visibility remains low, …
May 26, 2026
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Pricing Mars
Global markets continue behaving as if nothing can stop the AI and IPO frenzy. While oil prices remain volatile, global yields surge, economic activity slows …
May 22, 2026
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Mind the gap
Nvidia once again crushed expectations, but this time its announcement gave a bigger boost to the broader AI ecosystem than to its own stock. Investors …
May 21, 2026
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