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Volatility on the horizon
16 October 2025Stock markets keep pushing at all-time highs earlier this week, but with less enthusiasm than a few weeks ago. Then, late on Friday, a renewed Trump tariff threat against China’s rare earth export restrictions was enough to...
Nothing shuts down the stock markets
8 October 2025Global stocks bumped up this week, recovering all of last week’s losses and then some. That is despite a US government shutdown that shows no sign of being quickly resolved. Previous funding gaps have hurt the world’s largest...
Running out of steam
29 September 2025Global stock prices have dropped this week, with most regional markets ending down. Some of this is end-of-quarter rebalancing of institutional portfolios. Institutional investors typically adjust their portfolios back to the...
Slowdown? What slowdown?
19 September 2025Rate cuts and record highs for markets this week. As wholly expected, the US Federal Reserve voted to decrease interest rates by 0.25 percentage points to 4% (the effective rate is about 4.1%), and signalled further cuts before...
Markets’ outlook preference turns positive
12 September 2025It has been another slightly confusing week for some investors. Markets mulled over last Friday’s weaker than expected US jobs report, but stocks kept climbing higher virtually everywhere. There were two big market action stories:...
Pause for thought
8 September 2025The ‘Back to School’ week often gets a lot of attention. Traders return from their holidays and reassess their market outlooks. So, after the summer’s strong equity rally, it is no surprise that investors are doing a bit...