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Chip crunch

Feb 10, 2026

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10 min read

Chip crunch

Tech-stock recovery fuels Dow record, chip crunch ripples through markets, Alphabet lines up 100-year sterling bond sale, China urges banks to curb exposure to US Treasuries, and Meta, YouTube accused of designing platforms 'to addict' children...

Market Briefing
Market Briefing
Double whammy

Feb 9, 2026

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11 min read

Double whammy

Stocks’ sharp rebound makes investors more nervous, Bessent: ‘unruly’ Chinese trading behind gold price swings, prediction markets steal Super Bowl bets, get ready for jobs and inflation double whammy, SpaceX to prioritise building self-growing city on moon...

Market Briefing
Market Briefing
Software‐Mageddon

Feb 6, 2026

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10 min read

Software‐Mageddon

Bitcoin tanks to $60K, Strategy’s $12B loss headlines crypto’s worst day since ‘22 crash, WH launches direct-to-consumer drug site TrumpRx, Anthropic’s new model performs financial research, and investors hunt for bargains after ‘software‐mageddon’...

Market Briefing
Market Briefing
Buyers go missing

Feb 5, 2026

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11 min read

Buyers go missing

Dip-buyers go missing as selloff slams stocks, hedge funds made $24B shorting software stocks, US proposes rare earth trading bloc with allies, Bessent rules out crypto bailout, and Elon’s bold new plan to put AI in orbit...

Market Briefing
Market Briefing
'Get me out'

Feb 4, 2026

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11 min read

'Get me out'

‘Get Me Out’: Traders dump software stocks as AI fears erupt, Trump signs bill to end short-lived shutdown, Walmart hits $1 trillion market value, Disney names new CEO, and gold, silver rally luring back dip buyers...

Market Briefing
Market Briefing
Mega IPO

Feb 3, 2026

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11 min read

Mega IPO

Elon Musk’s SpaceX acquires xAI ahead of mega IPO, Trump cuts India tariffs in deal, stocks jump to kick off February, Strategy is unraveling, and gold and silver rebound after historic wipeout...

Market Briefing
Market Briefing
Historic plunge

Feb 2, 2026

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10 min read

Historic plunge

Trump nominates Kevin Warsh as new Fed Chair, gold and silver extend sell-off after historic plunge, Wall St divide in tech stock performance after earnings, banks, crypto leaders to meet on landmark Clarity Act, and SpaceX wants to put 1 million data centers into orbit...

Market Briefing
Market Briefing
New Fed Chair?

Jan 30, 2026

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11 min read

New Fed Chair?

Trump to announce Fed Chair pick, Apple smashes earnings estimates, Microsoft earnings prompt tech selloff, Senate panel passes crypto regulation bill, and SpaceX considering merger with Tesla or xAI...

Market Briefing
Market Briefing
S&P 7000

Jan 29, 2026

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11 min read

S&P 7000

Fed holds interest rates steady, S&P breaches 7,000 pts for the first time, Tesla plots $20B spending spree, Gold soars above $5,400, and Coinbase rolls out prediction markets to all US customers...

Market Briefing
Market Briefing
Mother of all deals

Jan 28, 2026

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11 min read

Mother of all deals

Wall Street's 2026 playbook already needs to be rewritten, silver surges most since 2008, US gov investing $1.6B in mining company, Volkswagen considers pulling out of US over tariffs, and natural gas surges 30% as arctic freeze grips US...

Market Briefing
Market Briefing
Rewriting 2026 playbook

Jan 27, 2026

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11 min read

Rewriting 2026 playbook

Wall Street's 2026 playbook already needs to be rewritten, silver surges most since 2008, US gov investing $1.6B in mining company, Volkswagen considers pulling out of US over tariffs, and natural gas surges 30% as arctic freeze grips US...

Market Briefing
Market Briefing
Q1's big week

Jan 26, 2026

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10 min read

Q1's big week

Gold tops $5,000 for the first time, investors get set for busiest week of Q1, energy stocks to watch as winter storm rips through the US, hedge funds are back on top, and US set to make its largest investment in rare earths...

Market Briefing
Market Briefing
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Market Briefing

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