Mr Trump was just where he wanted to be – the centre of attention at the #WEF in #Davos. Fortunately for investors, he climbed down from his "gotta have Greenland" position to reach some sort of undisclosed "deal" with the Europeans. Concurrently, JGB yields spiked with investors spoked by the budget outlook in Japan. Ultimately, US and European stocks ended the week lower, as Asian and emerging stocks drove gains. Gold continues to power ahead.

We're up, we're down, we're all around! US stocks remain volatile but ended higher. Bonds are the "adult in the room" though.

The 1Q2025 is in the bag, not an easy quarter. US stocks performed poorly, but gold and European stocks did well. Treasuries also did ok.

Tariffs followed by partial capitulation, a strategic crypto reserve, and further erosion in markets summed up another tumultuous week.

Global equities staged a nice rally last week, and government bond yields fell in the US and UK. Oil, gold and Bitcoin were all higher.

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.

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

The news narrative was dominated by elections in the UK and France, and the first Biden-Trump debate. Markets were lacklustre to close 1H24

The bond market looks to be doing the Fed's dirty work, sending short term yields to post-pandemic highs. Is the Fed being too methodical?