Author: Liv Thorne

Markets are still strong, but the rally is becoming broader. US equities started the second half well, with the S&P 500 up around 9% year-to-date in USD terms, ...

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8th June 2026

Market Matters – AI takes a breather

Markets suffered a concentrated AI-led correction rather than a broad risk-off move. The S&P 500 fell 2.55% over the week, with the most acute weakness in ...

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26th May 2026

NVIDIA, Iran Relief and the Stagflation Test

Markets recovered as geopolitical pressure eased, but the rebound was not broad enough to signal a full all-clear. European equities rose just over 3%, the FTSE 100 ...

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18th May 2026

Market Matters- The AI rally meets an inflationary reality

In summary? The near-term outlook remains constructive but more fragile than a week ago. Earnings momentum, AI capex and resilient US growth still provide support, ...

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