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13 Jan 2026

Walmart’s inclusion in the Nasdaq-100 is more than a technical reshuffle. It reflects how market leadership is evolving in a post-inflation world.

12 Jan 2026

The first full trading week of 2026 unfolded with a steady macro backdrop and limited change in central bank expectations. Policy signals across major economies remained broadly consistent with late-December messaging, reinforcing a sense of continuity rather than transition. Inflation trends continue to ease gradually, while growth indicators point to moderation rather than deterioration, keeping investors positioned cautiously but constructively.

08 Jan 2026

Picture the scene: early afternoon on the first Friday of the month. Suddenly, charts across the board start whipsawing – currency pairs go up and down, indices go up and down, and even gold can’t make up its mind. Welcome to Non-Farm Payrolls (NFP) Friday. Once a month, this US jobs report hits the wires and global markets often pause and brace for impact.

07 Jan 2026

As 2025 drew to a close, markets continued to digest the after-effects of aggressive policy shifts in prior years. Q4 2025 didn’t bring new shocks but instead reinforced themes that had been building throughout the year. The quarter provided a moment of relative stability across asset classes, with monetary policy becoming clearer but fiscal constraints coming into sharper focus. This piece explores how Q4 played out across markets, what 2025 taught investors more broadly, and what 2026 may have in store – through a lens of cautious realism rather than bold forecasting.

07 Jan 2026

After the inflation shock of 2022 and 2023, price pressures have finally started to cool. Inflation has not disappeared, but it has slowed, and that phase is known as disinflation. Prices are still rising, just not at the pace that unsettled households, policymakers, and markets a couple of years ago.