by The Investor | Dec 22, 2025 | Weekly Review
1. The Narrative This is a holiday-thinned liquidity week, so price moves can look “bigger than the news”. The real swing factor is policy divergence in Asia (BoJ tightening vs. China holding rates) landing in markets that are still debating the path of 2026 rate...
by The Investor | Dec 20, 2025 | Weekly Review
🌟 Rate Cuts, AI Jitters and Mixed Markets It’s been a week of mixed signals for markets, with hopes of easier money from central banks balanced against pockets of investor caution — especially around technology stocks. Global markets saw modest gains led largely by...
by The Investor | Dec 15, 2025 | Weekly Review
The Central Bank “Super Thursday” & Post-Fed Positioning 1. The Defining Narrative: Passing the Baton The Federal Reserve has cleared the runway. By delivering a widely expected 25 basis point cut last week (bringing the target range to 3.50%–3.75%),...
by The Investor | Dec 13, 2025 | Market Insights
Market Insight 13 December 2025 If you’ve been watching the news this week, you might be feeling a little confused. On one hand, the headlines are gloomy. On Friday, we learned that the UK economy unexpectedly shrank by 0.1% in October, the second month of contraction...
by The Investor | Dec 13, 2025 | Weekly Review
🌟 Central Banks & Santa Rallies It was a week where the “soft landing” narrative got a major confidence boost. Markets digested a crucial US inflation report without indigestion, the European Central Bank (ECB) delivered an early Christmas present in...
