Improvement in Trade War Rhetoric Lifts FTSE Banks But Their Strength Runs Deeper
Recent rally in FTSE 100 stocks with Chinese exposure, reflects growing investor optimism as...
Positioning Portfolios for Dollar Depreciation
The recent downward trend in the US dollar is more than a macro footnote- it has clear implications...
All That Glitters
As George Soros once said: “When a long-term trend loses its momentum, short-term volatility tends...
Why UAE dividend stocks are worth watching
Global dividends reached a record $1.75 trillion in 2024, marking a 6.6% increase from 2024 and...
US bond sell-off deepens: will the Fed step in?
US Treasuries are selling off at a pace we’ve rarely seen, levels that have historically triggered...
Yields Up, Nerves Tight
If last week had a vibe, it was: markets in motion, nerves on edge. But buried under the noise were...
Liberation Day Shock
Markets have been on a rollercoaster since the US declared its tariff "Liberation Day" on April 2....
Liberation Day
Analyst Weekly, March 31, 2025
The winds of trade war are picking up again - but this time,...
Lessons from 2024: It’s time to end the ‘dumb money’ narrative
By Elad Lavi, Executive Vice President Corporate Development & Strategy
For too long retail...
No March Madness: The Fed Hits Pause
At its March meeting, the Fed kept rates steady at 4.25-4.50%. Don’t pop the champagne yet,...