Analyst Weekly, March 9, 2026 Last week we wrote about how markets were waking up to geopolitical risk and outlined the key scenarios investors should watch. One week later,...

Analyst Weekly, March 2, 2026 Oil, Hormuz, And The “Haven-First” Trade Recent geopolitical escalation in the Middle East has shifted market focus back to energy security and...

Analyst Weekly, February 22, 2026 The US Supreme Court ruled that the earlier use of emergency powers (IEEPA) to impose sweeping “reciprocal” tariffs was unlawful. Instead of...

Analyst Weekly, February 16, 2026 Software just had its worst non-recession slump in 30 years. Over the past 12 months, the group has fallen more than 30% at its worst point...

Analyst Weekly, February 9, 2026 Early 2026 has been volatile, but it has also made one thing clear: there is more than one way to stay risk-on. Recent market movements signal...

Analyst Weekly, February 2, 2026 Gold: Volatility Without a Thesis Break Gold fell nearly 20% from its peak in two sessions, while silver erased all year-to-date gains,...

After a volatile start, global markets ended 2025 on a strong note, boosted by the AI boom and gains in European defence stocks. UAE markets also performed well, but Dubai and Abu...

Analyst Weekly, January 26, 2026 This week brings a flood of high-impact earnings from megacaps and sector bellwethers across tech, semiconductors, healthcare, consumer,...

If 2025 taught markets anything, it is that nothing stays quiet for long. We went through a year shaped by sticky inflation, shifting rate expectations, geopolitical tensions, and...

As we gear up for Netflix’s earnings update this Tuesday, the conversation has shifted from "how many people are watching" to "how much are they paying?" For the average viewer,...