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US Trade Tariff - Three Deals in 2 Days
Tariff certainty beats uncertainty: Agreed rates of 15-19% provide planning clarity for multinational corporations
Negotiated outcomes: Quick deal-making suggests other nations prefer compromise over confrontation
Market resilience: NASDAQ stability during trade restructuring indicates underlying economic strength
Jul 23, 20252 min read


Market Reaction - Nasdaq
Markets this morning are showing signs of slight stabilization, with UK markets experiencing a modest but broad-based uptick. FTSE100...
Mar 17, 20251 min read


Trumps Tariffs
The market steadied on Monday afternoon following news that Mexico—and later Canada—had secured a 30-day pause on proposed tariffs. Why...
Feb 4, 20252 min read


Nasdaq – Further Update
I was clearly mistaken this morning. The Nasdaq drop was primarily driven by news surrounding the Chinese startup DeepSeek. DeepSeek has...
Jan 27, 20251 min read


Nasdaq - Market Rebound
It is interesting to see the Nasdaq decline by 2.61% in overnight futures. If this drop mainly relates to the sudden and dramatic...
Jan 27, 20251 min read


Nasdaq - Where is it heading?
This is the Nasdaq over the past 8 years. I have plotted major corrections. COVID-19 Crash In the yellow circle, you can observe the...
Aug 10, 20241 min read


Market Movements - US Inflation
US inflation was reported today at 3.1%, a decrease from 3.4% in December, yet notably above the anticipated 2.9%. Consequently, both the...
Feb 13, 20241 min read


Nasdaq100 versus FTSE100
The comparison between Nasdaq100 and FTSE100 over the past 12 months, specifically from December 31, 2022, to November 27, 2023, reveals...
Nov 29, 20231 min read
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