Market Commentary

Oil prices rise Oil prices climbed this week due to concerns that escalating conflict in the Middle East could disrupt global energy supplies. There are fears that key energy infrastructure…

Welcome to the latest edition of our monthly market roundups. September was a month packed with important interest rate decisions around the world. The Federal Reserve, Bank of England, European…

Truss’ ‘mini‑budget’ anniversary This week marked the 2‑year anniversary of the infamous Liz Truss ‘mini‑budget’, which proposed major unfunded tax cuts, and helped sterling slide to its lowest level in…

The jumbo Fed cut We noted in our post last week that markets were heavily pricing in a 0.25% cut to the US Fed funds rate at their meeting this…

S&P 500 trading higher than all year‑end price targets Bloomberg’s crystal ball does often miss a beat when it comes to consensus forecasts. 2024 is looking to be no different…

Welcome to the latest edition of our monthly market roundups. Despite the volatility which roiled markets at the start of the month with the unwinding of the carry trade, the…

NVIDIA’s record earnings — still not enough The AI giant NVIDIA reported earnings on Wednesday night, and despite a set of excellent results, the stock still fell 8% after hours.…

Wednesday evening saw AI giant Nvidia report its earnings for the last three months, recording $30.04 billion in revenue. Despite these excellent results, the stock still fell 8% after hours.…