FTSE 100

Yesterday’s delayed January Nonfarm Payrolls report came in much stronger than expected (130k jobs added vs. 70k forecast). While this shows a resilient economy, it has effectively “wrong-footed” the market by pushing interest rate cut expectations back to July. Treasury yields have ticked up in response to the jobs data, putting pressure on high-growth software […]

The recent momentum stems from a tech rebound easing concerns over AI-related spending and disruptions, alongside broader market rotation (e.g., strength in areas like energy, small caps, and some defensives). Markets have shown choppiness in early 2026, with volatility potentially tied to jobs data, inflation reports (like CPI), and Fed interest rate expectations—key releases are

The Dow Jones rallied to new all-time highs, the S&P 500 could follow as the rally in tech stocks resumes. In this case the FTSE 100 could rally back to the top. On Friday, the Dow Jones Industrial Average closed above 50,000 for the first time ever, setting a high bar for today’s session. There

Overall, the tone is bullish for today, with stocks positioned for gains amid earnings focus and rotational strength. There is a noticeable move out of the tech sector, something we would expect as the S&P is near the top. First the decline in crypto and in particular Bitcoin was a warning to the stock market.

The US stock market shows a negative tone in premarket trading, influenced by mixed Big Tech earnings reactions, speculation around President Trump’s upcoming announcement of a new Federal Reserve Chair nominee (potentially Kevin Warsh, seen as more hawkish), and broader concerns over tech sector momentum after reports like Microsoft’s. Microsoft was down 10% due to

Stock markets are rallying following a mixed bag of earnings from tech giants. Both Meta and Tesla saw gains in after-hours trading after topping expectations. Microsoft shares are under pressure (down approx. 7% in pre-market) despite a double-beat, as investors worry about slowing cloud growth. All eyes are on Apple, as they are scheduled to

The stock market outlook for today points to a modest rebound attempt in pre-market trading following a sharp sell-off yesterday, driven primarily by renewed geopolitical tensions and tariff threats from President Trump regarding Greenland. This has spilled over into broader risk aversion, including a weaker dollar, higher Treasury yields (10-year around 4.29%), and pressure on

Investor sentiment has been rattled by a resurgence of trade-war concerns following renewed geopolitical tensions. Most major indices in Europe saw significant declines yesterday and continue to struggle today. However, the FTSE has shown some resilience, trading near record highs, supported by gains in defence and mining stocks. A major source of volatility is President