September delivered another strong month for global equities, with AI-driven names leading the way and further supported by expectations of Fed easing. The Fed delivered its first rate cut since December in response to weakening labour...

This earnings season has highlighted a widening gap between winners and losers. S&P 500 companies missing earnings expectations have suffered their steepest underperformance in years, with investors showing little tolerance for...

By mid‑July, several major indices were at or near record highs and volatility remained subdued, but sentiment turned late in the month after a new round of US tariffs, while weak jobs data on 1 August added further pressure. US...

Financial markets ended June on a firmer footing, with equities up as near-term volatility eased. A pause in the Israel-Iran conflict pulled oil prices lower, easing some inflation pressure, though broader geopolitical risks remain....

Global equity markets rebounded strongly in May, recovering much of the year’s earlier weakness. The Fed and BoJ held interest rates steady, while the ECB, BoE and SARB delivered small cuts. The U.S. and China agreed to a 90-day mutual...

Equity markets sold off sharply after Trump’s “Liberation Day” announcement reignited trade tensions, but a 90-day tariff pause and solid economic data helped fuel a swift rebound. Bond markets also reacted, with 10-year US Treasury...

Global financial markets experienced sharp volatility, largely triggered by President Trump’s announcement of sweeping “reciprocal” tariffs on April 2. Trump indicated that countries could negotiate exemptions if they...

February saw mixed global market performance, with US equities retreating, European indices extending gains, and Asian markets diverging, as Hang Seng surged while the Nikkei 225 struggled. Investors in U.S. bonds are shifting focus...

In January , global financial markets experienced significant volatility, driven by geopolitical tensions and technological advancements. Despite these challenges, major indices ended the month with gains. The Federal Reserve held...

US equity markets delivered another strong year in 2024, with the NASDAQ leading the charge, achieving a remarkable 30% return. This month marked the largest monthly aggregate of rate cuts among G10 central banks since the COVID-19...