Market Insight – September
The Fed turns hawkish
Has Kevin Warsh grown a spine? This month’s analysis is a major piece on the long overdue Federal funds rate hike, and my take on what happens next.
Market Insights – August
This month’s analysis is a thorough dive into Meta, and a discussion around the definitive merger agreement between GoPro and Starman Optical.
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Market Insights – July Pt.2
Part 2 of this month’s analysis is a breakdown of the oil sector and the major news of a NextEra-Dominion acquisition.
Oil Sector
This month’s oil sector analysis tracks benchmark price movements and explores airline executives’ surprisingly relaxed stance on the Middle East conflict.
NextEra announces Dominion acquisition
Discussing the big news in the utility sector of NextEra’s planned acquisition of fellow US giant Dominion. Too much covered for me to do it justice in a few lines.
Market Insight – July Pt.1
The internationalisation of British gilts
Part 1 of this month’s analysis is a follow up piece on the UK gilt market, discussing how we can incentivise greater domestic investment and create a ‘stickier’ UK gilt market.
Market Insight – June
Gilts
This month’s analysis is an analysis of surging UK gilt yields following local political elections and where we go from here.
Market Insights – May
This month’s analysis focuses on the technology sector and Klarna:
Tech Sector
This month’s sector of choice is the technology sector, discussing Amazon and Google’s turn to foreign markets for funding to support runaway capex.
Klarna
Discussing major news of Klarna breaking even for the first time since their 2025 IPO, as well as my take on their current market valuation
A Deep Dive Into Global Markets
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