Volatile US stocks
Volatility led by the US has escalated quite dramatically. It's impacted market values – especially some US tech cos and Nasdaq has drifted 10% now but the concerns over tariffs and the Ukraine situation and the US reaction to it, let alone clumsy politics and diplomacy, have not helped. Suddenly Nvidia and Tesla aren't...
US stocks and the Budget
Hurricane Milton wreaked havoc in Florida but nothing like the worst expected. We trust this namesake won’t be doing the same with markets! Helen was not so impressed it followed right after Hurricane Helene as well. This is a once-in-a-lifetime storm, we were told and as ever, the risk to life the biggest fear...
The simmering stock market pot subsides
I am pleased to report that the rumbles in markets proved short-lived. However, having ‘biggest losses since 1987’ for Japan and then clawing the way back again (well, still 13% off its peak) is not helpful and a potential portent for the over-priced sections of the Globe.
Volatility is your friend when it is upwards...
This too shall pass – market volatility is no need to panic
US tech, justice and taxes
Just two weeks after the Election and avoiding politics altogether this time, I shall neither labour any points or be too liberal with my commentary on markets and tax-planning. You may think that I am unable to reform my approach, though I hope that the style of writing does not treat you as green...
UK rise and Nvidia flying dangerously?
So after a useful catch-up, the UK market has pushed past France to regain top spot in European markets in capitalisation terms. That is also partly following the poorly-received election announcement by M. Macron. However, it should never have lost its status...
Inflation comes back-in to descend to the Prime Minister’s target of 2% (well...
A dubious watershed?
Are the ‘magnificent seven’ seriously over-extended?
An ‘emperor’s new clothes’ scenario could be applied to US tech stocks, which have been highlighted before in this column and we still feel could be living in an unreality bubble.
There was a very interesting article by Peter Atwater, an adjunct lecturer in economics at the College of William and Mary, Virginia, in the...
Should you follow the trends?
Well, more encouraging inflation figures from shop price rises buoyed our market after the Bank Holiday. That said, who noticed that up till then, the global markets had retracted by 5% ($3trillion) in the month (the calculated losses from the S&P500, China’s CSI300 and Europe’s Stoxx600).
This was affected by China and its banks’ distress...