Nvidia, Nvidia, Nvidia—the numbers looked good. Revenue was $35bn, up 6%, with 3Q adjusted EPS at 81 cents, beating estimates of 74 cents. Yet, the stock has...
Market Commentary: Wednesday 20th November
The UK CPI data has just been released, coming in higher than expected at +0.6% m/m and +2.3% y/y in October. Estimates had predicted an increase of +0.5% m/m...
Market Commentary: Tuesday 19th November
Stocks had a strong session in Asia, led by a surge in Tesla (+5.6%). Tech and telecom sectors were better bid, while energy and consumer names were softer....
Market Commentary: Monday 18th November
Overnight, Samsung Electronics’ shares jumped after South Korea’s largest company announced a surprise stock buyback plan. In Japan, Bank of Japan Governor...
Market Commentary: Friday 15th November
The dollar had another strong performance overnight, outperforming all G10 currencies. This time, the boost came from Chair Powell’s comments suggesting the...
Market Commentary: Thursday 14th November
"Mega" seems to be the new financial buzzword. Domestically, Rachel Reeves will announce plans to merge local government retirement schemes into “Megafunds” at...
Market Commentary: Wednesday 13th November
In the U.S., the new Department of Government Efficiency will be headed by Elon Musk and entrepreneur Vivek Ramaswamy. This is not a surprise, as they are...
Market Commentary: Tuesday 12th November
Trump trades dominate proceedings; the Hang Seng is down 3% as speculation builds that President Trump is poised to pick two individuals, Marco Rubio and Mike...
Market Commentary: Monday 11th November
Veterans Day – Lest We Forget. Overnight, Beijing unveiled a 10 trillion yuan ($1.4 trillion) program to defuse local governments’ debt risk but stopped short...
Market Commentary: Friday 8th November
What a week! The Fed cut rates by 0.25 bps yesterday, as did the BoE, and Trump won with 295 seats to Harris's 226. Inauguration Day is set for Jan. 20. So,...
Market Commentary: Wednesday 6th November
The "Trump Trades" are on: Bitcoin has broken $75,000, 10-year yields rose by as much as 19 basis points to a four-month high of 4.47%, DJT - Trump Media and...
Market Commentary: Tuesday 5th November
There is only one focus today: the U.S. Election. It’s a close race, with polls showing a narrow split between Trump and Harris. The potential for a disputed...
**For professional investors only** Any opinions, news, research, analyses, prices, or other information contained in this blog is provided as general market commentary and does not constitute (and should not be construed as containing) investment advice or an investment recommendation, or an offer of, or solicitation for, a transaction in any financial instrument. Some of this information may have been provided by third-party sources and, although believed to be reliable, it has not been independently verified and its accuracy or completeness cannot be guaranteed. No representation or warranty, expressed or implied, is made or given by or on behalf of iSAM Securities or its directors or any other person as to the accuracy, completeness or fairness of the information or opinions contained in this blog, and no responsibility or liability is accepted for any such information. As a result, any person acting on any information does so entirely at their own risk. iSAM Securities will not accept liability for any loss or damage, including without limitation to, any loss of profit, which may arise directly or indirectly from use of or reliance on such information.