The Copper Paradox

Download PDF Introduction Global economies faced a lot of growth pressure in the last two years arising from rising interest rates, increased inflation, geo-political tensions, and a slowdown in the Chinese property market. Some of these issues are likely to remain a key theme throughout the year. The monetary cycle Read more…

Market Recap 21/04/2024

Download PDF USA This week in USA equities, the S&P500 closed 3% lower than last week but nonetheless still +4.73% YTD. The main take-aways from earnings season results released this week include Paramount Global and American Express Co emerging as top gainers, exhibiting the highest percent gains over a single Read more…

Market Recap 14/04/2024

Download PDF USA This week, U.S. financial markets faced mixed signals amid volatile inflation data and shifting expectations for Federal Reserve policy actions. The S&P 500 and the Dow Jones Industrial Average experienced fluctuations, closing down from their recent highs, reflecting investors’ reactions to economic indicators and central bank commentary. Read more…

Market Recap 31/03/2024

Download PDF USA In a holiday-shortened week, the U.S. market exhibited strength as both the S&P 500 and Dow Jones reached record-high closing levels. With the S&P 500 closing at 5254 points, adding 0.4% and the Dow Jones closing at 39807 points, up 0.1%. This comes, after a better than Read more…

Market Recap 03/03/2024

Download PDF USA This week started quietly for the US markets, with all major equity indices falling slightly while investors were cautiously looking ahead to Thursday’s PCE print, which came out at 2.4%, the smallest annual increase in nearly three years. On Friday, the ISM data revealed a contraction in Read more…