A delicate setup
It always gets a bit… dull when the US steps out for Thanksgiving. The drama machine powers down, the rumours stop flying, and suddenly we’re …
November 28, 2025
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Happy Thanksgiving
Markets took a breather ahead of Thanksgiving, with US stocks adding to their gains and yields sliding. The 2-year Treasury yield — the December Fed …
November 27, 2025
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AI Season 2: Clash of the Giants
AI is entering a new phase: competition. Nvidia is being closely investigated, Google is becoming a top player, eventually pushing its rivals toward the edge …
November 26, 2025
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Three Fed scenarios
The market is holding its breath as December Fed rate cut expectations surge past 80%, and every comment from the central bank now carries outsized …
November 25, 2025
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Fifty Shades of Taxes
Futures are edging up on slightly better mood around Fed expectations, after one man hinted at a near-term rate cut. Yet it’s far from a …
November 24, 2025
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Lunatic
The market went from euphoria to full-blown drama in a matter of hours. Nvidia’s blockbuster results briefly lit up sentiment, only for the mood to …
November 21, 2025
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