We were largely struggling but at least moving sideways until Friday, when the twin negative effects of a new tariffs and a weaker-than-expected jobs report pulled the rug from underneath investor sentiment. Risk assets faltered and safe haven assets rallied. Ouch!!

Markets are at last returning to some sense of normalcy, with the S&P 500 now clawing back all of its losses since the infamous...

UK autumn budget, earnings galore (including five "Mag 7" companies), and gobs of economic data...just as we lead into the US election!!

US inflation for January was hot, pushing equities bond bonds lower. International equities performed better. UK and Japan in recession.

Economic data remains mixed, but it is clear inflation is slowing in the US and Europe. Investors are all-in on a faster pivot, markets up.

Dullsville although markets did gyrate a bit, with equities and bonds lower, the USD, credit and oil better. US inflation bang on.

It's fair to say that disappointing results from Netflix and Tesla stopped the market in its tracks, although UK CPI was better.

Markets were not overly inspiring this week even as volatility continued to decline. Japanese and small-cap US stocks were the big winners.

[GO STRAIGHT TO THE TABLES] MARKETS SUMMARY Stocks didn’t do much week-over-week although the general trend was down. Japanese equities...