Why the S&P 500 and Nasdaq 100 rally supports a stronger US equity outlook
It has undoubtedly been a very solid year indeed for equities, across the globe, with the early-April wobble around ‘Liberation Day’ now feeling like little more than a distant memory. With just two months of 2025 left to run, the S&P trades around 16% higher, with the tech-heavy Nasdaq 100 up an even chunkier 22%.
Amazon Surges 10% After Earnings: AWS Rebound & AI Bets Drive Big Growth
Amazon’s Q3 earnings beat expectations, with AWS growth rebounding to around 20%, retail and advertising remaining solid, and AI infrastructure investments exceeding $100 billion, boosting market confidence. Shares jumped over 10% post-market, driven by strong results and capital spending, while long-term returns will hinge on in-house chip development and order fulfillment.
October 2025 ECB Review: Standing Pat In A Good Place
The ECB, again, stood pat at the October meeting, once again strongly implying that the easing cycle is now over.
Hong Kong Stocks Rebound: Fed Rate Cut + US-China Talks Support Hang Seng Recovery
Hong Kong equities maintain a short-term rebound, led by tech, resources, and financials, as rate cuts and easing US-China trade tensions boost risk appetite and structural opportunities.
Meta Earnings Reaction: Investors Question Capex Surge Despite Solid Q3 Results
Meta’s Q3 earnings beat forecasts, but shares fell as rising capex and expense growth unsettled investors. Will heavy AI spending pay off in 2026?
Trading Nvidia: Can the AI Giant Become the First $5 Trillion Company?
Nvidia surges past $200 as Jensen Huang projects $500 billion in sales. With Blackwell GPUs in full production, could it become the first $5 trillion company?
November 2025 BoE Preview: Standing Pat Once Again
The Bank of England’s Monetary Policy Committee are set to hold Bank Rate steady at the conclusion of the November meeting, as pre-Budget uncertainty limits the scope for near-term policy action, even with the path for rates continuing to lead lower.
Cautious Tone as Prices Turn Choppy, All Eyes on U.S.-China Talks
Gold stabilizes around the $4,000 mark as markets eye the Fed’s rate decision and U.S.-China talks, with rate cut expectations supporting gold’s medium- to long-term outlook.
Australia Q3 CPI Playbook: Will Softer-Than-Expected CPI Trigger an RBA Interest Rate Cut?
Australia’s Q3 CPI is the key input for the RBA’s next policy move. See scenarios for AUD, swaps, and ASX200 as traders price the odds of a November rate cut.
A Traders’ Week Ahead: U.S.–China Trade Talks, Mega-Cap Earnings, and Global Central Bank Decisions
U.S.–China trade deal optimism, Fed and global central bank meetings, and mega-cap tech earnings dominate markets in a pivotal week for traders.
September 2025 US CPI: Rate Cuts Remain On The Cards
Price pressures intensified less than expected stateside in September, with the latest CPI figures doing little to deter the FOMC from delivering another 25bp cut next week.
October 2025 ECB Preview: Don’t Be Expecting Any Fireworks
The October ECB meeting is unlikely to be an especially exciting affair, with policymakers set to stand pat once more, amid a lack of major developments since the September confab.
Precious Metals Plunge While Dollar Rally Rolls On
Precious metals encountered vicious selling pressure on Tuesday, though markets elsewhere were considerably calmer, as news- and data-flow remained light. UK CPI highlights the docket today.
Gold Outlook: Volatility Spikes, Manage Your Risk!
Gold faces amplified short-term swings, while rate-cut expectations and ETF holdings support the bulls. U.S.-China relations and geopolitical developments remain key. This week, watch U.S. CPI and corporate earnings to adjust gold exposure.
Trading Week Ahead Playbook — US-China Trade Headlines, US CPI and China Data in Focus
Markets recover from funding stress as risk sentiment improves. Traders eye Fed rate cuts, US–China trade talks, and global inflation data this week.
Markets Set For A Choppy End To The Week
Sentiment soured once again on Thursday, with conditions on the whole remaining choppy, as a light docket now awaits today, with tariff headlines still in focus.
Markets Choppy With Trade Still The Focus
Markets continued to gyrate in choppy fashion yesterday with tariffs still participants’ primary focus, ahead of a relatively light data docket today.
Q3 25 ‘Magnificent Seven’ Earnings Preview: By The Numbers
The performance of the ‘Magnificent Seven’ names has been decidedly mixed this year, though all of the names within the basket – just – trade inside positive territory YTD at the time of writing. In any case, as the AI frenzy continues, and with these stocks continuing to make up a significant proportion of benchmark indices, the upcoming reports will be closely watched not only for their impact on the tech sector, but the market at large.