A volatile month draws to a close, with global bond yields higher as inflation expectations remain elevated. With no sign of the end of the Middle East conflict, investors very much remain on edge. Ongoing concerns regarding A.I. spending are also weighing on sentiment.

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.

This is the 3rd and final article focused on anti-obesity drugs. It looks at valuations of shares of the two giants in this biz, LLY & NVO.

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

This week was about big tech earnings, which did not disappoint, and economic data, which suggested a slowing economy but stubborn inflation

This is a monumental week for earnings, with 167 S&P 500 companies – including all five FAMAG big tech companies – reporting results.