Rotation is happening
The year may have begun under the cloud of trade tensions, fresh geopolitical risks and lingering doubts over stretched AI valuations, but markets are clearly …
January 7, 2026
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Oil, defense stocks and rare earth metals rise on Venezuela bets
Venezuela dominates global headlines. The idea that American oil majors could eventually step in has been enough to lift energy stocks, even if the timeline …
January 6, 2026
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Markets barely flinch at Venezuelan news
Phew, what a start to the year! While the US swooped into Venezuela and took Maduro out over the weekend, markets barely batted an eye. …
January 5, 2026
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Time for Season Greetings!
Here we are again, already wishing each other a Happy New Year! I wanted to take a moment to Thank You, from the bottom of …
December 26, 2025
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US data sends its regards — Merry Xmas!
The year is almost over, yet the markets keep surprising. US GDP for Q3 came in at 4.3%, the fastest growth in two years, driven …
December 24, 2025
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US data in focus as investors look for... Santa!
Markets enter the final stretch of the year in a cautious mood, with European equities struggling to find direction and global investors increasingly fixated on …
December 23, 2025
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