FTSE 100 weekly outlook: New All-Time High, MPC Decision Seen on a Knife-Edge
The FTSE 100 hit fresh record highs as energy and financial stocks led gains.
Gold Outlook: Triple Headwinds Keep Prices Under Pressure
Gold faces persistent downside pressure as safe-haven demand cools, China’s tax reform lifts domestic costs, and the Fed’s hawkish stance dampens rate-cut hopes. Short-term bias remains bearish, with focus shifting to U.S. jobs and services PMI data this week.
A Traders' Playbook: Fed Ends QT, USD Rallies, and Traders Eye US Labour Markets and BoE Risk
Traders refocus as the Fed ends QT, the DXY surges toward 100, OPEC+ pauses output hikes, and the BoE meeting looms as the key risk for markets this week.
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%.
BOJ Pause Sparks JPY Slide—USDJPY Clears Key Barrier
USDJPY jumps as the BoJ holds rates and offers no hawkish signals, while Fed strength fuels continued yen weakness.
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.
S&P 500 rally pauses below 7000 after Fed cut and mixed tech earnings
The S&P 500 slipped after hitting 6925 as Powell’s cautious tone and mixed Magnificent 7 results tempered optimism ahead of key Amazon and Apple earnings.
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.
October 2025 FOMC Review: QT Reaches An End As Rate Cuts Continue
To nobody’s surprise, the FOMC delivered a 25bp cut at the October meeting, while doing nothing to dispel expectations for another such move in December. The Committee did, however, announce that balance sheet run-off will conclude in a month’s time, somewhat contrary to most expectations.
Apple hits $4 trillion as Mag 7 rally lifts Nasdaq to record highs
Apple’s brief push above the $4 trillion valuation milestone – only the third company ever to achieve it – has put the Magnificent 7 earnings firmly in the spotlight. Traders are now asking: can Big Tech keep powering higher, or will stretched sentiment flip into a volatility shock?
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?
The Fed’s balancing act: inequality, markets, and the K-shaped US economy
The US economy is looking increasingly 'K-shaped', however that may well be no bad thing for risk assets, given the stronger incentive for policymakers to keep things as buoyant as possible.
Gold prices drop under $4,000 amid renewed optimism on US-China trade talks
Gold prices fell 4.5% to $3,921 as traders rotated out of safe-haven assets following upbeat US-China trade sentiment. With Fed, ECB and BoJ decisions due, volatility in gold markets could persist.
Apple Q4 2025 Earnings Preview: iPhone 17 Boom Drives Strong Market Expectations
Apple is set to report its Q4 2025 earnings, with iPhone 17 sales surging and China contributing strongly. The company’s growing services segment continues to expand. Traders are watching closely for updates on earnings guidance, gross margins, tariff risks, and AI strategy rollout — where optimism meets caution.
FTSE 100 – Banking on the Banks
UK banking stocks have performed well of late, with a string of strong earnings allowing market participants to shrug-off a host of worries about the sector.
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.