Igor Kuchma

Markets crave stability and predictability. Lately (since Trump’s re-election), however, that has been in short supply. From the president’s renewed threats to impose tariffs on Canada, Mexico, China, and Europe to the rapid deterioration of U.S.-Ukraine relations, uncertainty is the only constant. Adding to the turbulence are two former U.S. stock market powerhouses, Nvidia and...

Over the past five trading sessions, the S&P 500 index has fallen nearly 2.3%, despite what appears to be a thaw in U.S.-Russia relations and some optimism that the conflict in Ukraine could soon be resolved. What worries investors? The main concern is Trump and, more specifically, his policies. The expulsion of illegal immigrants and […]

Last week, while much of the market was worried about the potential impact of AI disruptor DeepSeek’s entrance on the scene, investors and analysts were also debating whether Trump was bluffing with the new tariffs. Many hoped he was, but that hope didn’t pan out. On Saturday, February 1, the U.S. president officially signed an […]

The week started badly for the US market: before the opening of the markets, the shares of the “Magnificent 7” were in the red. Nvidia shares, for example, fell by more than 11%, Amazon stock by 4.4%, Tesla by 3.8%, Alphabet by 3.7% and Microsoft by 2.5%. Index futures also fell. The main reason for […]

January 20 is here, which means that Trump is officially the 47th President of the United States (well, almost: his inauguration will take place in a few hours). The big question is how the world will change under his leadership. In recent days, the cryptocurrency market has already given us a preview, with increased speculation […]

The shift in S&P 500 sentiment late last year appears to have been more than just the result of “tax loss harvesting,” in which investors sell stocks at a loss to offset taxes on capital gains. The lingering pessimism could indicate concern about future uncertainty. Yes, the U.S. economy and labor market remain resilient, but […]

Instead of the Santa Claus rally in the U.S. stock market, the S&P 500 and Dow Jones Index posted declines in the last week of the year. Many point to the FOMC as the main culprit. At its last meeting, the regulator announced another 25 bp rate cut and revised the number of future rate […]

It seemed that the end of an already tough year would bring some relief, but that’s not the case. In just one week, six major aviation incidents occurred, two of which resulted in dozens of fatalities. On Wednesday, Azerbaijan Airlines Flight 8243 crashed, killing 38 passengers. Although a bird strike was initially suspected, authorities later […]

Despite a small hiccup at the end, thanks to a surprise from the Federal Reserve with a revised rate cut expectation for next year due to slowing disinflation, the markets are closing the year on a high note. The Dow Jones is up 14.3% between Jan. 1 and Dec. 24, the S&P 500 is up […]

Last week, the S&P 500 and Dow Jones indices ended with losses, with the latter falling 2% at the outset. As always, there was talk of a top, an inevitable correction, and later a downturn. To answer whether this is really the case, we first need to understand what has caused the worsening market sentiment. […]