The FOMC fell in line and served up an expected "hawkish rate cut". However, both Oracle and Broadcom – key players in the A.I. boom – saw their shares sink for different reasons, with the common denominator being A.I. valuation concerns. Yields were higher and gold rallied.

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.

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

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.

The Truss government takes a U-Turn and throws Kwarteng under the bus, and US equities experience unusual volatility following hot CPI.

What a week this was! Equities were all over the place rattled by the Fed's Q&A (post-FOMC mins), and buffeted by earnings from MSFT & AAPL