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Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Markets, Equities, FX & Cross‑asset Defoes 5/24/26 Dollar Strength and US Multinationals: When FX Helps the Index but Hurts EPS Read More
Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Markets, Macro & Valuation, Rates & Risk Premiums Defoes 5/23/26 Bank of England, Inflation and the UK Equity Risk Premium Read More
Markets, Macro & Rates, Equities / S&P 500 Defoes 5/22/26 Markets, Macro & Rates, Equities / S&P 500 Defoes 5/22/26 Rate Cuts, Recession Risk and the S&P 500 Playbook Read More
Markets, Equities, UK & Valuation Defoes 5/21/26 Markets, Equities, UK & Valuation Defoes 5/21/26 FTSE’s Value Trap Reputation: Fair or Outdated? Read More
Markets, Equities, Valuation & Cycles Defoes 5/20/26 Markets, Equities, Valuation & Cycles Defoes 5/20/26 U.S. Stocks at Record Highs: Earnings Expansion or Multiple Risk? Read More
Markets, ETFs & Fund Flows Defoes 5/19/26 Markets, ETFs & Fund Flows Defoes 5/19/26 Who Owns the Market Now? The Rise of ETFs in US and UK Equities Read More
Markets, Indices & Benchmarks Defoes 5/18/26 Markets, Indices & Benchmarks Defoes 5/18/26 S&P 500 vs FTSE 100: Two "Blue‑Chips", Two Different Worlds Read More
Markets, Trading Venues Defoes 5/17/26 Markets, Trading Venues Defoes 5/17/26 Beyond the London Stock Exchange: Where UK Equities Really Trade Read More
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Markets, Commodities, Precious Metals Defoes 5/13/26 Markets, Commodities, Precious Metals Defoes 5/13/26 Gold and Silver in 2026: Safe Havens or Volatile Signals? Read More
Markets, Indices & Benchmarks, UK Equities / FTSE 100 Defoes 5/12/26 Markets, Indices & Benchmarks, UK Equities / FTSE 100 Defoes 5/12/26 Inside the FTSE: What Really Drives the UK’s Flagship Index Read More
Markets, US Overview, Indices & Structure Defoes 5/11/26 Markets, US Overview, Indices & Structure Defoes 5/11/26 How the U.S. Stock Market Really Works in 2026 Read More
Markets, Crypto & Digital Assets, Payments & Infrastructure Defoes 5/5/26 Markets, Crypto & Digital Assets, Payments & Infrastructure Defoes 5/5/26 Investor guide to Ripple ODL vs SWIFT Read More
Markets, Crypto & DeFi, Market Structure / AMMs Defoes 5/2/26 Markets, Crypto & DeFi, Market Structure / AMMs Defoes 5/2/26 What Liquidity Pools Are That is the Question Read More
Markets, Crypto & Digital Assets, Yield & Income Defoes 5/1/26 Markets, Crypto & Digital Assets, Yield & Income Defoes 5/1/26 Core Stablecoin Yield Range In 2026 Read More
Sustainable Finance, Markets, Cost of Capital & Market Structure Defoes 4/27/26 Sustainable Finance, Markets, Cost of Capital & Market Structure Defoes 4/27/26 Sustainable Markets Are No Longer a Niche — They’re Repricing the Cost of Capital Read More
Markets, Thematic Equities & Tech, Macro & Market Structure Defoes 4/24/26 Markets, Thematic Equities & Tech, Macro & Market Structure Defoes 4/24/26 AI: A Real Revolution Wrapped in Bubble Behaviour Read More
Markets, Geopolitics & Commodities, Sectors / Energy & Defence Defoes 4/23/26 Markets, Geopolitics & Commodities, Sectors / Energy & Defence Defoes 4/23/26 Oil War Premium Surges as Iran Conflict Splits Markets into Winners and Losers Read More
Markets, Crypto & Digital Assets, Payments & Infrastructure Defoes 4/18/26 Markets, Crypto & Digital Assets, Payments & Infrastructure Defoes 4/18/26 XRP in 2026: Hype Residue or Emerging Plumbing? Read More
Markets, Crypto & Digital Assets, Settlement & Tokenization Defoes 4/18/26 Markets, Crypto & Digital Assets, Settlement & Tokenization Defoes 4/18/26 Ethereum in 2026: From Lagging Asset to Settlement Backbone? Read More
