Latest weekly investment updates
15/12/2025
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Zurich Ireland
AI and everything else
AI jitters persisted last week with Broadcom and Oracle leading the sell-off. Both companies released quarterly earnings which disappointed under the market’s microscope.
08/12/2025
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Zurich Ireland
Stocks higher as steady inflation paves way for US rate cut
Stocks moved higher last week as the market priced in an interest rate cut from the Federal Reserve with increasing certainty.
01/12/2025
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Zurich Ireland
November’s silver lining
Markets started on a positive note on Monday after another central banker within the Federal Reserve called for a December rate cut, and the dovish sentiment continued to grow throughout the week.
24/11/2025
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Zurich Ireland
The lose-lose situation
A sense of uncertainty continued to prevail last week, causing global stocks to suffer their worst week since April.
17/11/2025
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Zurich Ireland
The shutdown is over but the uncertainty isn’t
US stocks slipped on Thursday and finished the week flat on Friday, even though they recovered part of the earlier decline.
03/11/2025
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Zurich Ireland
Q3 corporate earnings continued to impress
There were a number of positive drivers last week that helped global equities to steam ahead on the current rally.
28/10/2025
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Zurich Ireland
Too hot to bear
Last week was characterised by large swings in the major asset classes as investor sentiment shifted in response to market news.
13/10/2025
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Zurich Ireland
Global geopolitical situations impact the market
It was a week that felt all too familiar as another French prime minister resigned (before subsequently returning) and US stocks fell sharply following another tariff announcement.
29/09/2025
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Zurich Ireland
Trump takes a jab at pharma
Global equities posted marginal gains in EUR terms last week. This was despite a few market jitters in the US after Fed Chair Jerome Powell’s comments that “by many measures…equity prices are fairly highly valued”, which prevented major indices from setting their fourth record in a row on Tuesday.
22/09/2025
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Zurich Ireland
Fed cuts rates…what’s next?
On Wednesday, the Federal Reserve decided to reduce interest rates by 25bps, the first cut in nine months.
