
A Home Run in a Cautious Market
Last week highlighted how quickly market dynamics can shift. A newly added position moved sharply within days as speculation resurfaced, forcing a decision between holding on or taking profits while uncertainty remained. Such moments underline the importance of discipline when exceptional short-term returns present themselves. Meanwhile, broader markets remained cautious, with investors focused on upcoming central bank decisions. Economic data from the United States suggests cooling momentum, while Europe and the UK continue to show a mixed picture. Against this backdrop, sentiment is fragile but increasingly responsive to signals around interest rates and policy direction.