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

Markets continued to stabilise this week, at least as far as risk assets including global equities and BTC. Other assets moved sideways.

This is the early edition of the weekly, covering earnings (TSLA and GOOG), Trump capitulation (again) and 2024 en primeur Bordeaux campaign

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

Last week was mainly about the US election, which D Trump and the Republicans won in a landslide. The "Trump trade" was full on.

A confluence of economic data, punctuated by a speech by Fed Chair Powell on Friday in Jackson Hole, suggests rate cuts are coming soon.

Stocks and bonds declined last week, although stocks ended the week on a positive note after a strong US jobs report. Gold and oil higher.

It was an "everything rally" last week, with several equity markets touching record highs. US Treasuries also rallied. Thanks central banks

Rather uneventful week in markets although equities generally better and yields a touch wider. Focus was on Jackson Hole, NVDA and rates.