I thought I would start with some good news this week regarding UK gilts. A fall in borrowing costs has helped yields fall back to a similar level to... read more →
“I don’t like Mondays” Boomtown it’s not been on the last couple of Mondays. We had the technology reversal due to DeepSeek last week, and this Monday, growth... read more →
What a week for AI technology stocks! On Monday, circa 17%, $600 billion, was wiped off Nvidia with many other specific stocks falling by up to 40% in one... read more →
Trump is now in situ at the White House, and we know what to expect, or do we? There is no doubt he will use tariffs as a bargaining... read more →
It was only a few months ago that everyone was feeling good about the dollar weakening and the 10-year Treasury Yield falling from 5% in October 2023 to just... read more →
We are firmly back in the fold of predictions, forecasts, projections, scaremongering and full-on optimism as we end the first full week of January. In 2023 and 2024 there... read more →