
Market Bulletins
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Global Market Bulletin for November 2025
The bull market rolls on.
Despite some spooky moments in October (US auto-loan funding institutions getting over......
Global Market Bulletin for October 2025
The everything rally - stay invested AI arms face between US & China is real - participate Dollar decline waning - fade precious metals.
Global Market Bulletin for September 2025
Equity markets continue to move ahead US small caps begin to outperform Dedollarisation continues.
Global Market Bulletin for August 2025
Global equity markets in July 2025 continued their positive momentum, with major indices such as the S&P 500 and FTSE 100 reaching or approaching record highs.
Global Market Bulletin for July 2025
Buoyed by amenable and largely successful NATO talks and Trump’s apparent (momentary?) success in stopping Iran developing a nuclear weapon, equity markets continued to appreciate in June.
Global Market Bulletin for June 2025
Like last year, May was not a month to sell and go away. Equity markets rallied strongly, having their best May since 1990 largely on TACO sentiment: ‘Trump Always Chickens Out’
Global Market Bulletin for May 2025
As perhaps you’ve heard, last week I placed new duties on some Japanese products in response to Japan’s inability to enforce their trade agreement with us on electronic devices called semiconductors.
Global Market Bulletin for April 2025
Pension buying in the US bolstered the equity markets during the last day of the quarter in something of a reprieve from the lashing most international investors have taken over the last 6 weeks.
Global Market Bulletin for March 2025
For the second time in two years, discussion of global investment markets and investment strategy seems totally inappropriate when there is a threat to civilisation. Nevertheless, markets are reacting to..
Global Market Bulletin for February 2025
It is oft quoted that January is a good indicator of the way the rest of the year will go for stock investors. Let’s hope so. Since 1950, when January has been positive for US stocks, 86% of the time the rest of...
Global Market Bulletin for January 2025
The turn of the year is a turn of the page for most. A turn of the year into 2023 for the markets is likely to give more of the same as 2022, at least for a while. The landscape has dramatically changed from...











