Some relief...
Markets are finally taking a breather on hope that the US government shutdown may be nearing an end and on Jensen Huang’s request to TSMC …
November 10, 2025
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What a time to be alive!
The week can’t end soon enough. Better-than-expected earnings and falling yields failed to bring risk appetite back to the table. On the contrary, a bizarre …
November 7, 2025
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Tariffs on trial, yields on the rise, bulls on pause
Selloff across US indices slowed yesterday, but bulls are still hesitant. The Supreme Court hearing on Trump’s tariffs stirred the pot, with even the GOP-appointed …
November 6, 2025
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Overheated, overhyped… but probably not over
Market mood got hammered yesterday — for all the reasons we’ve been citing over and over: overstretched tech valuations, an increasingly narrow rally, and the …
November 5, 2025
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AI euphoria masks a softer market pulse
Global markets kicked off the week on a positive note, driven by fresh AI momentum. Nvidia rallied after announcing chip sales to South Korean firms, …
November 4, 2025
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OPEC says enough
Markets ended last week with slowing momentum after the Fed cast doubt on a December cut and Big Tech’s earnings failed to lift sentiment. Still, …
November 3, 2025
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