Markets, Equities, Macro & Sentiment Defoes 5/28/26 Markets, Equities, Macro & Sentiment Defoes 5/28/26 Earnings Season in the U.S.: Why One Quarter Can Move Global Risk Appetite Read More Markets, FTSE 100 & Old Economy Defoes 5/27/26 Markets, FTSE 100 & Old Economy Defoes 5/27/26 Old‑Economy Tilt: Energy, Banks and Miners in the FTSE 100 Read More Markets, Equities, Technology & AI Defoes 5/26/26 Markets, Equities, Technology & AI Defoes 5/26/26 Tech, AI and Concentration Risk in US Benchmarks Read More Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Sterling, FTSE and Foreign Earnings: Why a Weak Pound Can Lift UK Stocks Read More 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UK & Valuation Defoes 5/21/26 Markets, Equities, UK & Valuation Defoes 5/21/26 FTSE’s Value Trap Reputation: Fair or Outdated?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 Markets, Trading Venues Defoes 5/16/26 Markets, Trading Venues Defoes 5/16/26 From NYSE Floor to Dark Pools: Where US Equity Liquidity Really Lives Read More 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 Real Assets, Alternative Investment Defoes 5/10/26 Real Assets, Alternative Investment Defoes 5/10/26 Why Forestry Matters for Global Investors Read More Global Affairs, Society & Security, Crime & Urban Risk Defoes 5/9/26 Global Affairs, Society & Security, Crime & Urban Risk Defoes 5/9/26 Are Inner‑City Crime Rates at an All‑Time High? Read More Global Affairs, Geopolitics & Energy, Resource Wars Defoes 5/8/26 Global Affairs, Geopolitics & Energy, Resource Wars Defoes 5/8/26 Why Oil‑Rich Conflicts Attract Outside Militaries Read More Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Paris Property Has Stopped Falling — But Not Everywhere at Once Read More Newer Posts Older Posts
Markets, Equities, Macro & Sentiment Defoes 5/28/26 Markets, Equities, Macro & Sentiment Defoes 5/28/26 Earnings Season in the U.S.: Why One Quarter Can Move Global Risk Appetite Read More
Markets, FTSE 100 & Old Economy Defoes 5/27/26 Markets, FTSE 100 & Old Economy Defoes 5/27/26 Old‑Economy Tilt: Energy, Banks and Miners in the FTSE 100 Read More
Markets, Equities, Technology & AI Defoes 5/26/26 Markets, Equities, Technology & AI Defoes 5/26/26 Tech, AI and Concentration Risk in US Benchmarks Read More
Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Markets, Equities, FX & Cross‑asset Defoes 5/25/26 Sterling, FTSE and Foreign Earnings: Why a Weak Pound Can Lift UK Stocks Read More
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
Markets, Trading Venues Defoes 5/16/26 Markets, Trading Venues Defoes 5/16/26 From NYSE Floor to Dark Pools: Where US Equity Liquidity Really Lives Read More
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
Real Assets, Alternative Investment Defoes 5/10/26 Real Assets, Alternative Investment Defoes 5/10/26 Why Forestry Matters for Global Investors Read More
Global Affairs, Society & Security, Crime & Urban Risk Defoes 5/9/26 Global Affairs, Society & Security, Crime & Urban Risk Defoes 5/9/26 Are Inner‑City Crime Rates at an All‑Time High? Read More
Global Affairs, Geopolitics & Energy, Resource Wars Defoes 5/8/26 Global Affairs, Geopolitics & Energy, Resource Wars Defoes 5/8/26 Why Oil‑Rich Conflicts Attract Outside Militaries Read More
Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Real Assets, Property / Real Estate, Paris Housing Defoes 5/7/26 Paris Property Has Stopped Falling — But Not Everywhere at Once Read More
