Author: Alicia Sims

7 May 2025
Relief Rally or False Dawn? Markets Search for Direction
Markets staged a solid rebound this week, but beneath the surface, the big question remains: Is this the start of a lasting recovery, or just a pause before the next ...
DISCOVER MORE
28 April 2025
Calm Continues for Now
Market Overview Markets caught their breath last week, helped along by a softer tone from Washington. Equities bounced back firmly, bond yields slipped, and even the ...
DISCOVER MORE
22 April 2025
Relative Calm as Trump takes a swipe at J Powell
It has been a little over two weeks since the announcement of tariffs – dubbed Liberation Day by the White House – and global equity markets, while off their lows, ...
DISCOVER MORE
14 April 2025
Trade Wars, Tariffs, and Market Turmoil
In my entire investment career, I cannot remember a week quite like the one just passed. The speed with which investor sentiment swung from abject fear to sudden ...
DISCOVER MORE
17 February 2025
Still feels like a Bull Market
Market Overview There is a danger when you have to write a weekly overview of market matters that you can get myopically focussed on day-to-day market movements. ...
DISCOVER MORE
10 February 2025
Will Tariffs Bark or Bite? BOE Cuts…
Market Overview It was a rollercoaster week for global markets as investors, market commentators, institutional money managers, governments, and everyone involved in ...
DISCOVER MORE
3 February 2025
DeepSeek Disrupts the Status Quo
I can’t quite remember a week with so much news flow; thankfully, China was shut for its New Year holiday, so that part of the world wasn’t adding to the ...
DISCOVER MORE
20 January 2025
Trump 2.0 & All Time High for FTSE 100
’Twas the week before Trump, and all through the Street,Markets were nervous, bonds faced retreat.Inflation was rising, both Stateside and Brit,With fears of more ...
DISCOVER MORE
15 January 2025
Goldilocks has left the building… A Return to Normal …  
2025 US Scene Setting – A change in Narrative: Over the long term, the direction of financial markets is driven by fundamentals; over shorter term periods, sometimes ...
DISCOVER MORE
11 December 2024
Insights on U.S. Jobs, Bitcoin’s Rise, and Global Dynamics
Market Review: Outside of Crypto Currency Land, it was a relatively quiet week for the financial markets. The most significant economic download was the US jobs data ...
DISCOVER MORE
3 December 2024
Thanksgiving Smorgasbord
Market Review: The cease-fire between Israel and Hamas gave us good news and a chance for Americans to express that at their annual Thanksgiving dinners last week. ...
DISCOVER MORE
27 November 2024
PMIs Suggest UK & European Slowdown; Nvidia Underwhelms.
Market Review: It was a strange week for the financial markets, which, as of Friday, could have gone either way before a late surge in the US turned an average week ...
DISCOVER MORE