Latest Insights

Feb 24, 2026

Headline inflation has cooled, but the last mile rarely runs in a straight line. US CPI slowed to 2.4% y/y in January 2026, down from 2.7% in December 2025; core CPI eased to 2.5% from 2.6%. These gains remain above target because the parts now doing the heavy lifting move slowly. The next phase is less about goods and more about services, wages, and supply frictions, which means prices tend to drift lower in steps rather than drop quickly.

Feb 23, 2026

It was a week that invited investors to look past the headlines and focus on what really mattered. In the US, the Supreme Court struck down a set of emergency‑authority tariffs, briefly easing some pressure on import costs, but the administration quickly moved toward a new set of across‑the‑board duties. The result was a mixed picture rather than a clean shift, with markets weighing the possibility of some relief now against the chance of renewed pressure later. At the same time, US-Iran developments moved between diplomatic talks in Geneva and news of additional military assets heading toward the region, a combination that kept a modest premium under oil prices without unsettling broader risk sentiment.

Feb 18, 2026

Bitcoin’s journey through early 2026 has been a story of strong momentum, sudden reversal, and a market now trying to find its footing again. After a powerful move into mid‑January that pushed prices close to $98,000, the trend flipped sharply, leaving many investors wondering what triggered the shift and where things stand today.

Feb 17, 2026

In foreign exchange, the carry trade is a simple idea that can add steady returns when markets are calm. You borrow in a currency with a low interest rate and hold a currency with a higher rate, earning the difference while you own the position. When interest rates are predictable and markets aren’t jumping around, that interest “carry” can be a meaningful source of return. In those periods, money often flows from countries with very cheap borrowing to those that pay more, which is why carry can influence day‑to‑day FX moves.

Feb 16, 2026

It was a week that rewarded patience. In the US, January CPI rose 0.2% MoM and 2.4% YoY, a softer print signalling disinflation remains on track. The jobs report, released mid‑week instead of Friday, pointed to cooling without collapse, keeping focus on how far prices can ease before growth slows. Those signals nudged bond yields lower and steadied overall risk sentiment.

Feb 13, 2026

In football, a striker does not simply run into space, they wait for the defensive line to compress, for pressure to build, and for the moment when one explosive movement can change everything.

Feb 12, 2026

Markets rarely move in straight lines, and the dollar’s impact varies year by year; the chart below shows how seasonality plays out across different years.

Feb 11, 2026

What’s a high‑tight flag — in simple terms? It’s when prices sprint higher (that’s the flagpole), then catch their breath in a tight, shallow range near the top (the flag) before trying to push higher again. In practice, you’re looking for a strong run, only a small pullback (roughly 10-25% or less), and signs buyers still have the upper hand.