https://www.quayfinancials.com/blog/ Market insights and commentary from Quay Financials en-gb Tue, 15 Sep 2026 22:12:02 +0200 https://www.quayfinancials.com/blog/2026-09-12-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-09-12-eds-world-market-insights/ Sat, 12 Sep 2026 00:00:00 +0200 Oil above $100, sticky inflation and central banks back on the tightrope. A week of higher yields, policy risk and resilient equities. https://www.quayfinancials.com/blog/2026-05-24-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-05-24-eds-world-market-insights/ Sun, 24 May 2026 00:00:00 +0200 Hotter US inflation, three-digit oil, Hormuz risk and a more constrained Federal Reserve shaped the week across markets. https://www.quayfinancials.com/blog/2026-05-10-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-05-10-eds-world-market-insights/ Sun, 10 May 2026 00:00:00 +0200 Hormuz remained a fragile reprieve, equities hovered near records despite expensive energy and money, and global capital began looking beyond Wall Street. https://www.quayfinancials.com/blog/2026-05-03-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-05-03-eds-world-market-insights/ Sun, 03 May 2026 00:00:00 +0200 Record US equities, oil above $100, higher-for-longer rates, Hormuz, gold, Bitcoin and global duration shaped the week. https://www.quayfinancials.com/blog/2026-04-26-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-04-26-eds-world-market-insights/ Sun, 26 Apr 2026 00:00:00 +0200 Fragile peace around Hormuz, record equity highs, earnings, gold, oil, digital assets and higher-for-longer rates defined the week. https://www.quayfinancials.com/blog/2026-04-19-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-04-19-eds-world-market-insights/ Sun, 19 Apr 2026 00:00:00 +0200 Ed's World Market Insights for Week 16, 2026: record equity highs, Hormuz re-opening, lower oil war premiums, gold, Bitcoin and higher-for-longer rates. https://www.quayfinancials.com/blog/2026-04-12-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-04-12-eds-world-market-insights/ Sun, 12 Apr 2026 00:00:00 +0200 A Gulf ceasefire pulled oil back below $100, the Nikkei reached fresh records, Bitcoin rebounded and global risk assets rallied alongside still-elevated yields. https://www.quayfinancials.com/blog/2026-04-05-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-04-05-eds-world-market-insights/ Sun, 05 Apr 2026 00:00:00 +0200 Ed's World Market Insights for Week 14, 2026, covering $110 oil, stabilising US payrolls, Japan's long-bond repricing and a relief rally across global equities. https://www.quayfinancials.com/blog/2026-03-29-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-03-29-eds-world-market-insights/ Sun, 29 Mar 2026 00:00:00 +0100 War premiums, five consecutive equity declines, WTI near $100, a later-and-shallower Fed path and rising Japanese long-bond yields shaped the week. https://www.quayfinancials.com/blog/2026-03-22-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-03-22-eds-world-market-insights/ Sun, 22 Mar 2026 00:00:00 +0100 Hormuz hardened into a functional blockade, WTI pressed toward $100, Powell confirmed a later-and-shallower easing path and the BoJ kept normalisation gradual. https://www.quayfinancials.com/blog/2026-03-15-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-03-15-eds-world-market-insights/ Sun, 15 Mar 2026 00:00:00 +0100 Oil's violent Hormuz round-trip, sticky US inflation and China's lowest growth target in three decades shaped the week. https://www.quayfinancials.com/blog/2026-03-08-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-03-08-eds-world-market-insights/ Sun, 08 Mar 2026 00:00:00 +0100 Ed's World Market Insights for Week 10, covering the Iran conflict, oil, US jobs, AI labour-market risk, equities and macro policy. https://www.quayfinancials.com/blog/2026-03-01-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-03-01-eds-world-market-insights/ Sun, 01 Mar 2026 00:00:00 +0100 The Supreme Court tariff ruling, Nvidia's post-earnings sell-off, US-Iran escalation, global equities, gold, oil, Bitcoin and rates shaped the week. https://www.quayfinancials.com/blog/2026-02-22-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-02-22-eds-world-market-insights/ Sun, 22 Feb 2026 00:00:00 +0100 Week 8, 2026: equities repaired after February's wobble, gold rebuilt, Bitcoin lagged and firmer yields kept the relief rally selective. https://www.quayfinancials.com/blog/2026-02-15-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-02-15-eds-world-market-insights/ Sun, 15 Feb 2026 00:00:00 +0100 Cooler CPI failed to calm a crowded trade as US equities weakened, yields fell, gold stayed firm and risk positioning became the key signal. https://www.quayfinancials.com/blog/2026-02-08-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-02-08-eds-world-market-insights/ Sun, 08 Feb 2026 00:00:00 +0100 The S&P 500 held flat, small caps rotated higher, gold broke $5,000, Bitcoin fell sharply, and certainty itself carried a premium. https://www.quayfinancials.com/blog/2026-02-01-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-02-01-eds-world-market-insights/ Sun, 01 Feb 2026 00:00:00 +0100 A change in Federal Reserve leadership fractured market certainty, gold and Bitcoin repriced sharply, and the shutdown data fog kept investors leaning on narrative. https://www.quayfinancials.com/blog/2026-01-25-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-01-25-eds-world-market-insights/ Sun, 25 Jan 2026 00:00:00 +0100 Policy headlines moved prices without deepening conviction, while gold surged, equities softened and markets continued to fade geopolitical noise. https://www.quayfinancials.com/blog/2026-01-18-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-01-18-eds-world-market-insights/ Sun, 18 Jan 2026 00:00:00 +0100 Calm index levels masked a repricing of rates, geopolitical optionality around Greenland, a strong gold bid and broader equity participation. https://www.quayfinancials.com/blog/2026-01-11-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-01-11-eds-world-market-insights/ Sun, 11 Jan 2026 00:00:00 +0100 Broader equity participation, a sharp gold bid, firmer oil and Venezuela-driven supply risk tested the market's early-year calm. https://www.quayfinancials.com/blog/2026-01-04-eds-world-market-insights/ https://www.quayfinancials.com/blog/2026-01-04-eds-world-market-insights/ Sun, 04 Jan 2026 00:00:00 +0100 Thin holiday liquidity, equities, gold, digital assets, rates and the first signals of the new year shaped the week. https://www.quayfinancials.com/blog/2025-12-29-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-12-29-eds-world-market-insights/ Mon, 29 Dec 2025 00:00:00 +0100 Week 52 closed 2025 with thin liquidity, narrow equity strength, new gold highs, a sharp Bitcoin selloff, easing Treasury yields and a softer dollar. https://www.quayfinancials.com/blog/2025-12-21-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-12-21-eds-world-market-insights/ Sun, 21 Dec 2025 00:00:00 +0100 Japan's rate hike, softer US inflation, the AI rebound, equities, gold, Bitcoin, oil, bond yields and the final Christmas trading week. https://www.quayfinancials.com/blog/2025-12-14-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-12-14-eds-world-market-insights/ Sun, 14 Dec 2025 00:00:00 +0100 The Fed cut again, AI valuation concerns returned, Japan moved closer to another policy shift, and markets split between large-cap technology weakness and broader resilience. https://www.quayfinancials.com/blog/2025-12-07-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-12-07-eds-world-market-insights/ Sun, 07 Dec 2025 00:00:00 +0100 The data fog, Federal Reserve expectations, streaming consolidation, consumer divergence, equities, gold, oil and digital assets shaped the week. https://www.quayfinancials.com/blog/2025-11-29-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-11-29-eds-world-market-insights/ Sat, 29 Nov 2025 00:00:00 +0100 The Hassett Fed-chair narrative, Black Friday consumption, gold, oil, Bitcoin, rates and OPEC+ shaped the week. https://www.quayfinancials.com/blog/2025-11-22-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-11-22-eds-world-market-insights/ Sat, 22 Nov 2025 00:00:00 +0100 A sharp tech and AI correction, renewed freight and trade uncertainty, defensive rotation into gold, weaker oil and fading December Fed cut expectations. https://www.quayfinancials.com/blog/2025-11-16-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-11-16-eds-world-market-insights/ Sun, 16 Nov 2025 00:00:00 +0100 The end of the US shutdown, AI and technology volatility, Federal Reserve policy, China trade resilience and global markets shaped the week. https://www.quayfinancials.com/blog/2025-11-09-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-11-09-eds-world-market-insights/ Sun, 09 Nov 2025 00:00:00 +0100 The Federal Reserve liquidity shift, technology selling, renewed tariff uncertainty, gold, oil and digital assets shaped Week 45, 2025. https://www.quayfinancials.com/blog/2025-11-02-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-11-02-eds-world-market-insights/ Sun, 02 Nov 2025 00:00:00 +0100 The US-China trade truce, technology earnings, Federal Reserve policy, equities, commodities and private markets shaped the week. https://www.quayfinancials.com/blog/2025-10-26-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-10-26-eds-world-market-insights/ Sun, 26 Oct 2025 00:00:00 +0200 Trump-Xi summit hopes, cooler inflation, Russian oil sanctions and record equity highs shaped Week 43 as gold corrected and oil rebounded. https://www.quayfinancials.com/blog/2025-10-19-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-10-19-eds-world-market-insights/ Sun, 19 Oct 2025 00:00:00 +0200 Week 42, 2025: tariff whiplash, regional-bank stress, record gold, weak oil, Bitcoin pressure and a US data blackout. https://www.quayfinancials.com/blog/2025-10-12-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-10-12-eds-world-market-insights/ Sun, 12 Oct 2025 00:00:00 +0200 Week 41, 2025 brought a sharp global correction as tariffs, forced selling and renewed risk aversion drove equities, oil and digital assets lower while gold and Treasuries found support. https://www.quayfinancials.com/blog/2025-10-05-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-10-05-eds-world-market-insights/ Sun, 05 Oct 2025 00:00:00 +0200 Ed's World Market Insights for Week 40, 2025, covering the US government shutdown data blackout, Tesla tax-credit demand, OPEC+ production strategy, European market leadership, equities, gold, oil, Bitcoin and Federal Reserve policy. https://www.quayfinancials.com/blog/2025-09-28-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-09-28-eds-world-market-insights/ Sun, 28 Sep 2025 00:00:00 +0200 Fed cut hopes cooled as tariffs returned, oil jumped 4%, gold held near records and markets headed into Q4 with ambiguity priced in. https://www.quayfinancials.com/blog/2025-07-20-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-07-20-eds-world-market-insights/Sun, 20 Jul 2025 00:00:00 +0200Summer trading, political developments and the challenges facing private equity feature in this archive edition.https://www.quayfinancials.com/blog/2025-07-13-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-07-13-eds-world-market-insights/Sun, 13 Jul 2025 00:00:00 +0200Tariff letters, market catalysts and competition in digital infrastructure feature in the Week 28 archive edition.https://www.quayfinancials.com/blog/2025-07-06-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-07-06-eds-world-market-insights/Sun, 06 Jul 2025 00:00:00 +0200Summer markets, stablecoin developments and the digital asset landscape feature in the Week 27 archive edition.https://www.quayfinancials.com/blog/2025-06-29-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-06-29-eds-world-market-insights/Sun, 29 Jun 2025 00:00:00 +0200Ceasefires, stablecoins and the interaction between monetary policy and global liquidity feature in this archive edition.https://www.quayfinancials.com/blog/2025-06-22-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-06-22-eds-world-market-insights/Sun, 22 Jun 2025 00:00:00 +0200Liquidity, public listings, monetary policy and the changing private equity exit landscape feature in this archive edition.https://www.quayfinancials.com/blog/2025-06-15-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-06-15-eds-world-market-insights/Sun, 15 Jun 2025 00:00:00 +0200Oil shocks, the Israel-Iran conflict, the Air India tragedy and the rate and liquidity backdrop feature in the Week 24 archive edition.https://www.quayfinancials.com/blog/2025-06-08-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-06-08-eds-world-market-insights/Sun, 08 Jun 2025 00:00:00 +0200The Trump-Musk dispute, market sentiment, liquidity and the private equity exit environment feature in this archive edition.https://www.quayfinancials.com/blog/2025-06-01-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-06-01-eds-world-market-insights/Sun, 01 Jun 2025 00:00:00 +0200Market rebounds, central-bank policy, gold and the macroeconomic backdrop to private equity exits feature in this archive edition.https://www.quayfinancials.com/blog/2025-05-25-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-05-25-eds-world-market-insights/Sun, 25 May 2025 00:00:00 +0200Profit-taking, fiscal pressures, inflation and an extended reflection on gold and portfolio diversification feature in this archive edition.https://www.quayfinancials.com/blog/2025-05-18-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-05-18-eds-world-market-insights/Sun, 18 May 2025 00:00:00 +0200Tariff relief, softer inflation, a risk-asset rally and the risks of chasing momentum feature in the Week 20 archive edition.https://www.quayfinancials.com/blog/2025-05-11-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-05-11-eds-world-market-insights/Sun, 11 May 2025 00:00:00 +0200An archive edition exploring rangebound markets, interest rates, debt servicing, global liquidity and the implications for private equity.https://www.quayfinancials.com/blog/2025-05-04-eds-world-market-insights/https://www.quayfinancials.com/blog/2025-05-04-eds-world-market-insights/Sun, 04 May 2025 00:00:00 +0200GDP, PCE inflation and US-China trade uncertainty feature in this archive edition of Ed's weekly market commentary. https://www.quayfinancials.com/blog/2025-04-27-eds-world-market-insights/ https://www.quayfinancials.com/blog/2025-04-27-eds-world-market-insights/ Sun, 27 Apr 2025 00:00:00 +0200 US-China tariff negotiations, supply-chain uncertainty, Federal Reserve caution and the economic watchlist shaped Week 17, 2025.