Wall Street saw their longest winning streak since 2004 on the back of a few factors, all having one common factor, Donald Trump. The cherry on top of the cake came in the form of stronger than expected guidance from the big Tech firms. Oil, on the other hand, saw a big drawdown after OPEC announced an increase in output.
- May 6, 2025
Weekly Newsletter – 2nd May , 2025
- June 17, 2025
Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…
- June 10, 2025
Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…
- June 4, 2025
Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…