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Category: Daily Insights

Daily InsightsOctober 14, 2026October 14, 2026

Banks doing well, but…

Thoughts of the Day The big banks in the US reported strong earnings yesterday. Goldman Sachs smashed expectations with EPS of $17.01 […]

Daily InsightsOctober 13, 2026October 13, 2026

Less than 1 month to go

Thoughts of the Day The US mid-term elections will be held on 3 November, and with oil prices staying high, the Republican […]

Daily InsightsOctober 12, 2026October 12, 2026

Deals which are not Deals

Thoughts of the Day Yesterday, President Trump announced a deal has been reached between Russia and Ukraine that there will be no […]

Daily InsightsOctober 9, 2026October 9, 2026

The boom is far from over, and will continue.

Thoughts of the Day OpenAI revising the estimate of its annualised revenue from $68 billion to a “mere” $50 billion in less […]

Daily InsightsOctober 8, 2026October 8, 2026

The Fed is hawkish and waiting…

Thoughts of the Day The minutes of the US Federal Reserve’s policy meeting last month confirmed what they have been telling us […]

Daily InsightsOctober 7, 2026October 7, 2026

The AI boom could be even bigger if

Thoughts of the Day The CEO of Nokia, the famous cell phone manufacturer, which now operates as a major global provider of […]

Daily InsightsOctober 6, 2026October 6, 2026

New All-Time Highs in an Uncertain World

Thoughts of the Day The US-Iran situation remains unresolved, with no deal in sight. The Ukraine war continues with intermittent news reports […]

Daily InsightsOctober 5, 2026October 5, 2026

Jobs market losing momentum

Thoughts of the Day Friday’s US Non-payrolls report painted the picture of a jobs market that is losing momentum, not one that […]

Daily InsightsOctober 2, 2026October 2, 2026

Will the US bond yield keep rising?

Thoughts of the Day Yesterday, the 10-year US bond yield hit fresh highs since 2002 when it spiked to 5.34% on a […]

Daily InsightsOctober 1, 2026October 1, 2026

Inflation cools but still too hot

Thoughts of the Day The US PCE Price Index, the US Federal Reserve’s preferred measure of inflation rose less-than-expected, (headline PCE +3.4% […]

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