Big mess around the dollar

Big mess around the dollar

The greenback's recent bout of weakness - exacerbated by a throwaway remark from Donald Trump - adds yet another layer of complexity to an already unsettled financial context. This latest disruption...
Zonebourse January 28, 2026 at 12:47 pm IST
Markets Are Calm. Everything Else Isn't.

Markets Are Calm. Everything Else Isn't.

This week, corporate earnings, interest rates, trade threats, currency jitters, precious metals, and a looming government shutdown are all colliding. What's striking is how calmly markets are...
Zonebourse January 27, 2026 at 07:28 pm IST
Silver, gold, indices… records keep tallying up

Silver, gold, indices… records keep tallying up

The corporate earnings season is entering a decisive phase. On Tuesday, LVMH will report its figures on this side of the Atlantic, while UnitedHealth, Boeing, Texas Instruments and General Motors are...
Zonebourse January 27, 2026 at 12:40 pm IST
Planting Hedges Early

Planting Hedges Early

America is having one of those weeks where everything looks fine, until you notice how tightly everyone is gripping the steering wheel. The U.S. economy keeps chugging along. Corporate earnings are...
Zonebourse January 26, 2026 at 07:34 pm IST
Flashpoints multiply across global markets

Flashpoints multiply across global markets

The increasingly turbulent state of international affairs is, ultimately, having only a limited impact on equity markets. As the final week of January begins, the month's performance is, overall,...
Zonebourse January 26, 2026 at 12:42 pm IST
The Market's Favorite Question Right Now:  Is This a Return to Normal, or Just a Pause?

The Market's Favorite Question Right Now: Is This a Return to Normal, or Just a Pause?

For a brief moment this week, investors are allowing themselves a small, fragile hope: maybe things aren't getting worse. After a sharp selloff earlier in the week, triggered by Donald Trump's threat...
Zonebourse January 23, 2026 at 07:30 pm IST
The week ends better than It began (Just about)

The week ends better than It began (Just about)

A geopolitical rollercoaster set the tone on markets this week, eclipsing the initial wave of earnings reports - most of which were poorly received, with names like Netflix, Intel, Abbott and several...
Zonebourse January 23, 2026 at 12:40 pm IST
Escalate, De-Escalate, Repeat

Escalate, De-Escalate, Repeat

By the time Donald Trump arrived in Davos, nerves were already frayed. What followed was unexpected, to say the least. After insisting he would secure Greenland the easy way or the hard way, the...
Zonebourse January 22, 2026 at 07:32 pm IST
A strange framework agreement to ease the pressure

A strange framework agreement to ease the pressure

We had a close call, but you can now relax, even though we don’t really know what we narrowly avoided, how, or why, or even whether we truly avoided anything at all. That, in essence, is the summary...
Zonebourse January 22, 2026 at 12:39 pm IST
When America Starts to Feel Like a Risky Asset

When America Starts to Feel Like a Risky Asset

For a long time, the global economy has rested on a simple assumption: when things get messy, America is the place investors run to, not away from. This week, that assumption started to wobble.
Zonebourse January 21, 2026 at 07:38 pm IST
Free-for-All in Davos

Free-for-All in Davos

One year and one day after Donald Trump was sworn in for his second term, the world finds itself in a state of tension unseen for decades. The sharp deterioration of EU/US relations is unsettling the...
Zonebourse January 21, 2026 at 01:54 pm IST
Greenland, Tariffs, and the Quiet Revolt of the Bond Market

Greenland, Tariffs, and the Quiet Revolt of the Bond Market

Donald Trump wants Greenland. Not influence, not cooperation - ownership. And he has paired that demand with something he knows well: tariffs. Lots of them. Against Europe. Against France in...
Zonebourse January 20, 2026 at 06:51 pm IST
Markets succumb to mounting tensions

Markets succumb to mounting tensions

The worsening transatlantic rift over Greenland triggered a sharp sell-off across European equity markets yesterday. Wall Street's reaction will be revealed with a lag, as Monday was a public holiday...
Zonebourse January 20, 2026 at 12:33 pm IST
EU and US Clash over Greenland

EU and US Clash over Greenland

Financial markets displayed a degree of caution last week amid escalating tensions between the EU and the United States over Greenland. Over the weekend, Donald Trump appeared to vindicate their...
Zonebourse January 19, 2026 at 12:45 pm IST
Where the Money's Moving

Where the Money's Moving

The market's favorite sport right now is rearranging risk and calling it insight. Capital is shuffling between trades with the confidence of a crowd that refuses to miss out but cannot agree on what...
Zonebourse January 16, 2026 at 07:26 pm IST
The Chip Frenzy Resumes:  Small is Beautiful

The Chip Frenzy Resumes: Small is Beautiful

As we approach the first options expiration session of the year , investors are still fumbling through their 2026 strategies. They are seeking alternatives to AI behemoths, yet their love affair with...
Zonebourse January 16, 2026 at 12:39 pm IST
Rotation Tests Market Faith

Rotation Tests Market Faith

Investors are rediscovering a basic truth of finance: when too much money piles into the same trade, the exits can feel suddenly narrow. The fashionable word is rotation. It describes a move away from...
Zonebourse January 15, 2026 at 07:32 pm IST
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