Show of strength in Beijing marginalises Trump Putin, Modi and Xi gathered to show their commitment to each other, making a strong statement to the West, and particularly... read more →
Making sense of this crazy world Nvidia still rules the roost Markets were benign and almost in ‘pause mode’ at the start of the week in anticipation of... read more →
Putin’s show of strength The week started off with a meeting between European leaders, Zelensky and the Trump administration. The mood was somewhat elevated compared with the Putin/Trump... read more →
Making sense of this crazy world Earnings deliver strong profit growth It’s been a good earnings season for most US companies, which in turn has been supportive of... read more →
The costs of borrowing falls The path of interest rates in the UK continues to be downwards, according to Andrew Bailey of the Bank of England. The base... read more →
Making sense of this crazy world Tech earnings beat estimates It was a big week for earnings in the technology space, and investors weren’t disappointed as Microsoft and... read more →
