Howls of pain as US markets sink through 200 day moving averages and into correction phase! It’s increasingly clear Trump Version 2.1 still contains significant bugs and 404 errors. Sadly, we can’t simply reboot the OS and hope it starts ups again. Markets will just have to adjust to the new Trump reality.. and it’s likely to hurt. A lot.

It’s going to take some while for markets to figure out the consequences and implications of DeepSeek on the AI narrative, including how much false value has been factored into US stocks in particular. What will be the next no see-um remains the eternal question for markets!

The market keeps on rolling upwards, despite it being a month till what might be a make or break moment. Isn’t anyone else worried? Are we doomed to constantly repeat the mistakes of the past? Or should markets just shrug and get on with making money?

The market is under a glamour cast by Nvidia. It’s the most watched headline stock. In a perfect world, its position would mean there would be little to worry about, but US data and all the other market frictions are combining to challenge the market’s narrative – which is a long way of saying… THIS MARKET IS TOPPY.

This is not just about recession or tech stock valuations – it’s a wider everything, including the kitchen-sink, confidence slough of market instability and uncertainty that’l hurt. Next few days might get interesting… Move along now… nothing to see here…

There is a crisis brewing – things are likely to get worse before they get better on the back of Political Dither, a Reverse Big Bang in the City of London, and the Escalation of the Middle East crisis threatens higher energy costs and inflation!

The Tough Times will pass - how do you then create an economy that balances Growth and Prosperity, Politics and Justice, the Environment and Business, Wealth and Equality. Could it be as simple as setting the right interest rate?

Central Banks face a mighty challenge persuading markets and depositors the banking system is stable. The war between chaos and order in markets has turned hot. At stake is the stability and future of the global economy. Anyone for the last few choc ice?

SVB is a crisis averted, but the market wasn’t paying close attention which spells opportunity. There are bigger risks from central banks being distracted from fighting inflation and normalising rates. That’s the real crisis!

Swift Action by the Fed and around the globe has averted a major tech catastrophe, but the Silicon Valley Bank debacle highlights failure and further crisis to come. Hard Hats Stay On!