“Ain’t No Stoppin’ Us Now!” did spring to mind earlier this morning, with European markets off to a blistering start as sentiment surrounding a possible Russia-Ukraine ceasefire picked-up on reports that Pres. Putin agreed in a phone call with Pres. Trump to begin negotiations to end the war in Ukraine. If that weren’t enough, a packed corporate earnings schedule gave us little time to breathe, and outsized moves from heavyweights Adyen +14% and Siemens +6% added further momentum behind today’s…

Our ever-popular midweek charts are always full of interesting revelations, and I was quite surprised earlier to learn that the Czech Republic consumes the highest volume of beer per capita in Europe. In all fairness, I’ve always thought that Budweiser Budvar is a stellar pint (nothing close to Guinness of course, and at roughly 69 CZK per glass, who could blame them? Moving from one surprise to the next, markets were caught off guard earlier as arguably the week’s main event caught markets off…

A bit of a quieter session earlier led me to the following article which includes a story about an unfortunate individual who is considering the purchase of an entire landfill site in an attempt to locate a hard drive containing thousands of Bitcoins that was disposed of back in 2013. An ambitious task for sure (“needle in a haystack” springs to mind), but I suppose you can’t really blame him given the run which the digital asset has had over the past twelve years! As mentioned, today’s session…

After two consecutive Mondays of major market-moving events, Trump’s tariffs on China last week and the widespread emergence of DeepSeek the week before, it did feel almost unusual starting this week on a quieter note. Weekend headlines shifted to sports, with the Six Nations in full swing and the 59th Super Bowl taking place in Louisiana. Never one to shy away from the spotlight, President Trump attended the latter, becoming the first sitting president to do so. However, his focus may have bee…

Time is a healer, so the saying goes, and to say that yesterday’s tech sell-off brought plenty of pain would be an understatement given that the Nasdaq dropped 3%, the SOX Semis index fell -9% (its largest drop since March 2020), and Nvidia wiped $589bn from its market cap. Frightening numbers for sure but once the dust had settled overnight we did walk into a calmer setting this morning as Siemens Energy, one of the European names caught most in the cross-fire, settled some nerves with a pre-r…

Following a weekend of sporadic updates from my siblings on the havoc wreaked by Storm Éowyn on the West of Ireland over the past 72 hours, I started the week in good spirits given that London emerged unscathed from any hurricane-force winds. However, a different type of chaos was waiting for us at the desk this morning following the disruptive emergence of DeepSeek’s R1 model. DeepSeek is a Chinese chatbot competitor to OpenAI’s ChatGPT, and their R1 model which was built in just two months fo…

We’ve had plenty of footage from the World Economic Forum in Davos over the past few days but the highlight has to have been today’s interview with Alexandr Wang, founder and CEO of Scale AI, who became the world’s youngest self-made billionaire at 24 and was donning a considerably more casual look than some of the other interviewees sat before him! A sign of the times for sure and the fact that that I’ve singled this out as a notable moment tells you all you need to know about the level of exc…

“Just popping outside to warm-up” was heard at the desk this morning and did make me laugh given that the external temperature read +3°C at the time but it turned out that an AC malfunction to start the week was actually a bit of a blessing in disguise as a cooler office was needed to keep us awake throughout today’s session which was a bit of a snoozefest given that US bond and equity markets were shut for MLK day alongside the majority of investors waiting for Trump to be sworn-in as US presi…

Right well there isn’t a huge amount of positive news flowing out of the UK at the minute but on the flip side our Spec-Sales have provided us with the latest edition of their highest conviction ideas for the quarter ahead which is always a highly requested product so please don’t hesitate to reach out if anyone wants a copy! With US equity markets shut in observance of a national day of mourning for former President Carter, much of the spotlight was set on the UK earlier as the recent ‘Sell th…

Half-way through the week and we’ve had plenty so far to keep us busy alongside lots of incoming on what to expect in 2025 and you can always rely on the brilliant minds here at Redburn Atlantic (excluding myself) to get you up to speed with our first Trading the Macro call of 2025 which takes place next week, January 16th. Our Economics, Equity Strategist, Quant and Technicals teams will run through the biggest themes of the year ahead with topics including but not limited to: Will the US rema…