The Bank of England (BoE)  is preparing to slow the pace of rate cuts , warning that stubborn inflation and persistent wage growth continue to challenge its roadmap toward policy normalization. Policy Recalibration After several months of easing designed to support slowing growth, the BoE’s latest statements hint at a more cautious phase ahead . Governor Andrew Bailey emphasized that while inflation has retreated from its double digit peaks, it remains above the 2% target , a

Global equity markets turned lower as Asian and European indices  followed Wall Street’s risk-off lead, with investors increasingly worried that valuations have run too far ahead of fundamentals. The selloff hit tech heavy benchmarks hardest, but weakness spread across most major sectors. Asia: Tech Led Drop In Asia, major indices sank as traders reacted to the sharp pullback in U.S. tech shares. Export oriented markets that depend on global demand for chips, hardware, and co

The S&P 500 continues to hover near record highs, but deeper analysis shows the surge is being driven by a small number  of mega cap stocks rather than broad market participation. What the data suggests A wave of bullish options activity has amplified moves in the S&P 500, leaving the market more exposed to sharp swings if sentiment changes. Despite the headline levels, only a subset of stocks is leading the advance; many mid and small caps are trailing, raising questions abo

European markets closed slightly lower today, reflecting a mix of central-bank caution and corporate disappointment. The European Central Bank (ECB)  held interest rates steady, signaling confidence in inflation progress but also hesitance to loosen too quickly. At the same time, a sharp selloff in one of the region’s biggest advertising groups sent waves through the benchmark indices, underscoring how fragile investor sentiment remains. Rate relief without conviction The ECB

The Nasdaq 100  continues to push higher this week, driven almost entirely by a handful of mega cap technology names a trend that’s both impressive and worrying for market veterans. Despite solid overall performance, market breadth inside the index remains unusually thin, meaning only a small group of stocks are doing the heavy lifting. Why it Matters The rally’s power comes mainly from AI-linked and semiconductor giants Nvidia, Microsoft, and Amazon while many smaller growt