US bond sell-off deepens: will the Fed step in?
US Treasuries are selling off at a pace we’ve rarely seen, levels that have historically triggered...
Yields Up, Nerves Tight
If last week had a vibe, it was: markets in motion, nerves on edge. But buried under the noise were...
Liberation Day Shock
Markets have been on a rollercoaster since the US declared its tariff "Liberation Day" on April 2....
Liberation Day
Analyst Weekly, March 31, 2025
The winds of trade war are picking up again - but this time,...
Lessons from 2024: It’s time to end the ‘dumb money’ narrative
By Elad Lavi, Executive Vice President Corporate Development & Strategy
For too long retail...
No March Madness: The Fed Hits Pause
At its March meeting, the Fed kept rates steady at 4.25-4.50%. Don’t pop the champagne yet,...
Spotify hits play on profitability
Let’s be honest, we all love music. Our tastes may differ, but for Spotify, that doesn’t matter....
Can European Stocks Sustain Their Performance?
The European stock market has been on a strong run, even as recent tariff talks have led to...
UK Stocks: Value or Trap?
President Trump’s ‘America First’ approach is shaking up global markets, but the UK stock market...
Trump rhetoric wakes up the European defence industry
Escalating geopolitical tensions have reshaped Europe's defence landscape, triggering an...