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Don’t jump to the final chapter yet
Don’t jump to the final chapter yet

Market volatility is rising as the Middle East conflict enters a sixth day, yet some investors already seem eager to price in an ending. Earlier …

March 5, 2026

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Energy up, the rest down
Energy up, the rest down

The deepening Middle East conflict keeps stress levels elevated. Investors are unloading equities and bonds in favour of the US dollar, while even traditional safe …

March 4, 2026

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Volatility is the name of the game
Volatility is the name of the game

Volatility is back at the center of markets as geopolitical tensions in the Middle East ripple across asset classes. Oil and gas prices surged on …

March 3, 2026

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Middle East erupts
Middle East erupts

Tensions in the Middle East escalated over the weekend as the US, Israel, and Iran clashed, triggering hundreds of explosions across the region, including in …

March 2, 2026

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Peak cycle behaviour
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 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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