News
Weekly Update – 18th September 2026 – Inflation in the Pipeline not Spooking Equity Markets
Equity markets have been impressively resilient through a significant batch of volatility in fixed income markets which is ultimately resulting […]
Weekly Update – 11th September 2026 – Lacking Energy – Not Getting Carried Away
In the aftermath of Federal Reserve Chair Kevin Warsh’s hawkish Jackson Hole speech and last week’s strong employment figures, we […]
Weekly Update – 4th September 2026 – Plus Ça Change
It almost feels as if the economic data is being coerced into creating a neatly oscillating narrative for the US […]
Weekly Update – 28th August 2026 – Are Mid-Term Elections to blame for Bombing the Yield Curve, and Does the Market Really Care?
In a week in which President Trump, quite seriously, said that his ultimate intervention in the bond markets could come […]
Weekly Update – 21st August 2026 – Scott “King Canute” Bessent Tries to Tame Bond Yields, But is AI the Real Way Out?
The US has an extremely impressive economy, but it is currently backed by an equally extreme fiscal circumstance; the country […]
Weekly Update – 14th August 2026 – Robots for Labour as Farage Faces Probe Again After Defeating Space Candidate
Weaker US jobs data last Friday and cooling inflation this week helped temper expectations that the Federal Reserve will be […]
Weekly Update – 7th August 2026 – Keep Calm and Carry-Trade On, But for Whom the Oil-Well Tolls?
The specific detail around last week’s currency intervention became a little more clear over the weekend. It was apparent that […]
Weekly Update – 31st July 2026 – Just Dropped, to See What Situation My Situation Was In..
Multiple factors have come together and snowballed into a sharp downturn for AI related stocks in recent weeks culminating in […]
Weekly Update – 24th July 2026 – Soul-Without-a-Mind’s Unfinished Symphony: Trump Warns of Massive Attack
Houthi attacks in the Red Sea have been played down to curtail concerns of an expanding shipping chokepoint and for […]
Weekly Update – 17th July 2026 – Pocketful of Sunshine
The green transition powers on and is translating into a European economy that’s more resilient to oil and gas shocks. […]
Weekly Update – 10th July 2026 – A Total Eclipse of the Art (of the Deal)
The US-Iran ceasefire broke down this week after Iran attacked three commercial tankers transiting the Strait of Hormuz, as it […]
Weekly Update – 3rd July 2026 – POTUS SCOTUS Hocus Pocus: Supremes Court President by Ending Precedent
As the World Cup rolls on, the US achieved a solid 2-0 against Bosnia & Herzegovina but it was 4-1 […]