James Trescothick

As earnings season hits full stride, the market finds itself asking a familiar but uncomfortable question: are Big...

The US dollar has just suffered its worst week since June and the market response has been tellingly...

Markets finally stopped pretending yesterday. Equities recorded their worst session since October 10th, 2025, as investors collectively decided...

Markets have a long and distinguished history of appearing relaxed right up until the moment they aren’t. The...

Oil prices are lower today, and the reason is mercifully uncomplicated. The market has decided to stop worrying...

Markets have spent years treating the Fed as background infrastructure. Like plumbing. You only notice it when something...

Today, the United States Supreme Court finds itself doing what central bankers usually do: potentially moving markets simply...

After a thinly traded holiday period where conviction was as scarce as liquidity, markets return to their desks...

If 2025 taught investors anything, it was this: markets are dramatic, but not sentimental. This was a year...