Market Analysis Latest Insights

27 May 2025

The dollar’s dominance has been baked into every global market story for years, but lately it feels like the headline may be changing. After a long stretch of strength, driven by Fed rate hikes and flight-to-safety momentum, things are cooling off. So, the big question: is the dollar still overvalued, or are we just settling into a new norm?

26 May 2025

The market experienced a decline during the previous week because investors became concerned about new trade tensions and increasing borrowing costs and rising US government debt. The market experienced a setback when President Trump announced unexpected European import tariffs including iPhones at a time when China trade negotiations were showing positive developments. The new trade policy brought back the uncertainty that had previously dominated the market.

21 May 2025

It’s one of the simplest lines on a chart – but it’s also one of the most powerful. As US indices hover near record highs, Bitcoin pushes past $100K, and Tesla regains momentum, one question keeps coming up: Are markets still healthy, or are we heading for a fall?

20 May 2025

The distinction between value and growth investing has become a major focus in 2025 because of sustained inflationary pressures and rising interest rates and market volatility. The S&P 500 has regained its earlier losses to reach a 1.4% YTD level, but the market recovery remains limited to specific sectors. The market recovery has been led by a few leading growth stocks from technology and AI sectors, yet most other market sectors have not participated in the gain.

19 May 2025

In Geneva, senior US and Chinese officials agreed to pause their ongoing tariff dispute for 90 days. As part of the truce, both countries promised to scale back certain import taxes. Both sides also agreed to hold regular discussions to avoid further escalation. This cooperative tone marked a change from earlier, more aggressive exchanges, giving global markets a reason to breathe easier.