Markets had a relatively calm week. The tone was somewhat optimistic as the Fed acted in line with expectations and there were indications of progress on trade negotiations. The UK was first off the block on May 8th, and was followed yesterday by the all-important agreement with China to keep tariffs at 30% for the next 90 days. Markets have responded very positively and have jumped almost across the board. We recommend clients use this opportunity to lock in some profits and rebalance their portfolios.
- May 14, 2025
Weekly Newsletter – 9th May , 2025
- August 4, 2026
Weekly Newsletter – 31st July, 2026
Oil’s spike proved short-lived as Trump signaled a truce with Iran over the Hormuz corridor, sending Brent tumbling…
- July 28, 2026
Weekly Newsletter – 24th July, 2026
Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung…
- July 20, 2026
Weekly Newsletter – 17th July, 2026
Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left…