Holly Thompson

  • Keep calm, but watch the carry

    Keep calm, but watch the carry

    Global markets eye record highs as MSCI rebounds, dollar weakens, and Fed cut bets surge. Japan’s yield spike stirs carry trade fears, while political risks loom in Germany.

  • Serving up leaks

    Serving up leaks

    Markets breathe easy as November ends: S&P 500 posts best Thanksgiving week since 2012, Nasdaq jumps 5%, pound leads G10 on UK Budget bounce, and Fed cut bets hit 90% amid softer labor data and dovish chair speculation.

  • Red tide returns

    Red tide returns

    Markets reversed as AI fears hit equities, volatility spiked, Bitcoin slid, US jobs showed rising unemployment, Fed cuts delayed, Japan approved $135bn stimulus, and UK awaits Reeves’ Nov 26 Budget.

  • Caution takes the wheel

    Caution takes the wheel

    Markets reel as the US shutdown ends, stocks and Bitcoin plunge, Fed cut odds drop, UK politics hit sterling, and global volatility spikes amid economic and policy uncertainty.

  • AI-n’t that a stretch?

    AI-n’t that a stretch?

    Markets turned cautious as tech stocks slid, layoffs hit a 20-year October high, and US data froze amid the shutdown. Central banks signaled dovish shifts, while mixed global indicators kept investors on edge.

  • Haunted by divergence

    Haunted by divergence

    Global FX markets are rattled by diverging central bank policies, trade shifts, and political uncertainty. As the Fed, BoC, ECB, and BoJ take different paths, volatility rises, challenging businesses to navigate a fragmented economic outlook.