Inflation appears to be moderating, and the US jobs market remains resilient although perhaps showing some cracks. Mr Trump used the inflation data as a reason to justify "demanding that" the Fed slash the Fed Fund rate by 100bps. Trade policy continues to zigzag, with investors starting to mostly ignore the rhetoric coming from the administration. Stocks and bonds were better through Thursday, with gold higher and the greenback weaker. The Israeli bombing of Iran overnig

The first quarter was actually quite decent for me, although the start to April has been horrible since there is nowhere to hide.

Inflation continues to confound, although investors largely shook it off. Market volatility remains elevated but stocks better WoW.

Last week was the second week running that the start of the week was characterised by turmoil, this time caused by tariff threats.  Mr...

This article contains an update of my 2024 portfolio performance. My returns were decent but not as good as they should have been.

Stock and bond markets felt fragile all week. The US Dec jobs report caused investments to gap down in price to end a difficult week.

We start 2025 with a mixed picture, not surprising in that the new year consisted of a holiday week. Friday was better in US stocks.

Confident that another stellar year for U.S. stocks was coming to a close, investors were jolted from their complacency when the Federal...

Stocks reached more record highs in the US, but Asian and European stocks outperformed. UST yields slightly lower. Bitcoin soars to record