NIKKEI
The Weekly - June 27, 2025
Back to The Future Liberation Day 'Tirade & Tantrum' TRUMPED? Carney THE Canary?
financial markets
NIKKEI
The Weekly - March 7, 2025
DJT vs The A.I. Algos. 'Entropy'......meet 'Vertigo.' Seems about so? Whilst in China "Stay Calm & Be Patient." (Zheng Yongnian | SCMP) ...even more so.
NIKKEI
The Weekly - February 7, 2025
Trump #2: Sycamore's Willow? Or just Over- Confidence hitting the ground running before incoherence & a Stumble | Crash?
NIKKEI
The Weekly - November 29, 2024
Record Risk Asset Highs, Sovereign Bond curiosities, Brazilian Bric-a-Brac & Tales from the FX Graveyards of Dubious Propositions & Speculative Adventures.
crude oil
The Weekly - August 16, 2024
Onwards & Upwards a la a Soft Landing with Jay P substituting for Rod Serling? 'Expect the Unexpected' seems appropriate for the moment.
crude oil
The Weekly - August 2, 2024
Seismic shift in perceptions OR simply confirmation of what the 'Social Silence' peer pressure had kept us tight lipped for so much of 2024?
crude oil
The Weekly - July 26, 2024
The Great US Equity Rotation BET continues, Currency developments signalling 'What Exactly?' Copper & Crude signalling something's afoot in Tradables.....
financial markets
The Weekly - July 19, 2024
Benchmark S&P500 registers Key Weekly Reversal following the previously Indecisive NDX100. Sector Rotation belies the Signal OR confidence in the FED's MMT skills?
crude oil
The Weekly - July 12, 2024
Rally passing the Baton to the Broader Market; healthy Rotation or the Last Hurrah as the Market now discounts the FED's position on the Curve back to appropriate policy settings?
crude oil
The Weekly - July 5, 2024
The "Snapback" Copper (+6%) & Gold (2.5%) Rallies play out nicely; FOCUS shifts back to the OK Corral Shoot~ Out in Global 10yr Note Yields.
Nvidia
The Weekly - June 28, 2024
Indecisive Week with few new Clues allows for a tribute to the 'spirit & style' of George Carlin.
financial markets
The Weekly - June 21, 2024
Narrow Ranges across many Asset Classes, beneath the calm a few curious developments.