Market Commentary

The U.S. equity market is continuing its bounce, with the S&P 500 advancing for eight consecutive trading days (likely nine if it finishes up on Friday, which looks likely). Investor…

The topic de jour in markets over the last couple of weeks has been the disconnect between US Treasury yields and the dollar. Typically, higher yields should attract foreign capital, …

It’s been an incredible week for markets. Monday was dubbed ‘Manic Monday’ in a few corners of the financial world. The S&P 500 opened sharply lower, down 4.5%, before a…

Summary of the tariffs The US has introduced a sweeping 10% blanket tariff on all imports, with additional ‘reciprocal’ tariffs aimed at countries with large bilateral trade surpluses or perceived…

Despite Trump rattling markets with news of 25% tariffs on carmakers on Wednesday, the biggest event of the week for us in the UK was the Spring Statement (not officially…

Rachel Reeves delivered her Spring Statement this afternoon. The chancellor had been clear that this was not intended to be a full‑blooded budget, reiterating that she was aiming for only…

Thankfully, this week was calmer than last. Our most recent weekly chart post was all about the selloff in US equities, which reached correction territory last week (any loss greater…

It’s been quite a week for markets. We began the week with markets recoiling from comments made by President Trump, who stated in a Fox News interview that he wasn’t…