Author: The Investor

A pivotal week, US labour report and major central bank meetings this week will shape how markets price rate cuts.
At the same time, mega‑cap earnings will show whether profit growth justifies current valuations.

It was a “week of two halves” for global markets. The week started on a wave of strong tech earnings, led by Apple’s iPhone demand, before a dramatic sell-off in gold and silver.

Watch out for a futher rotation across stock markets with the long term winners of tech being replaced by some of the more value oriented names.

🌟 Markets catching their breath after new highs It was a week where markets took a breather rather...