SW-Trading shares market analysis, commentary, and investment insights from our research team, with timely perspectives on the forces shaping global financial markets and what they may mean for your portfolio.
Oil, inflation, and market risk have moved back to the centre of investor attention as the Iran conflict escalates into a more disruptive and economically dangerous phase.
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Eurozone inflation has returned to target, but Europe faces a new mix of fiscal, trade, and growth risks that make the apparent calm more fr...
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Nvidia crossing $5 trillion is not just a company story. It is a warning about concentration, narrative risk, and how much modern index inve...
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A short Middle East conflict lifted oil sharply, but markets quickly concluded that the worst-case energy scenario would be avoided.
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The 2025 tariff announcement triggered one of the worst two-day equity sell-offs on record and reminded investors that bond markets, not sto...
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DeepSeek challenged one of the market's most powerful stories: that AI progress must always mean more demand for Nvidia chips.
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Trump's return to the White House reignited the so-called Trump trade, sending equities, the dollar, and Bitcoin higher while bonds signalle...
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A modest Bank of Japan move exposed the hidden leverage behind global carry trades and triggered one of the fastest market air pockets in ye...
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Japan's exit from negative rates marked the end of a global era, but markets responded by focusing on currency differentials, carry trades, ...
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When the U.S. 10-year Treasury yield touched 5%, investors were reminded that bonds remain the centre of gravity for almost every other asse...
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Nvidia's May 2023 earnings reset the market's understanding of AI demand and turned one company into the focal point of an entire equity ral...
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The collapse of Silicon Valley Bank and the forced rescue of Credit Suisse showed how quickly trust can vanish when rates rise and balance s...
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November 2022 delivered the first hint that inflation might be turning lower, even as the collapse of FTX showed how quickly speculative exc...
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