Show me the Mon-nay
Falling crude oil prices and weak US data helped cool hawkish Fed expectations, pulled yields lower and gave support to equity valuations on Tuesday. Let's …
August 26, 2026
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Hard assets, harder questions
Global equities started the week cautiously as semiconductor stocks extended losses, while geopolitical and trade tensions intensified. Fresh US sanctions on Iran and the threat …
August 25, 2026
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Fragile sentiment ahead of Nvidia earnings, Jackson Hole
AI financing worries are weighing on technology stocks just as Nvidia prepares to report highly anticipated earnings, where even stellar numbers may struggle to impress. …
August 24, 2026
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Winds are shifting
Bessent’s Treasury coup turned out to be a flop. The US dollar is falling even as Treasury yields and crude oil prices rise, suggesting that …
August 21, 2026
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The Bond Coup
The US Treasury just pulled off a bond coup. By doubling long-dated debt buybacks, Washington is trying to tame soaring yields and borrowing costs as …
August 20, 2026
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How expensive are your tech stocks?
Rising Middle East tensions are pushing oil prices and global bond yields higher, putting pressure on equity valuations – especially expensive technology stocks. With the …
August 19, 2026
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