Vitti Capital Markets Update – August 2026
August 2026 was rife with stories. We had a record breaking AI earnings result, gold's best month since 1999, and bitcoin climbing back above $80,000. Let's unpack.
Vitti Capital Markets Update – July 2026
July had two storylines running at once. Old economy and defensive names held their ground: the Dow Jones logged a fourth consecutive winning month, and the ASX 200 did the…
Vitti Capital Markets Update – June 2026
We were going so well. But peace didn't hold, and by month end the market was pricing that in too. The Iran ceasefire, confirmed June 12 and signed June 17…
Vitti Capital Markets Update – May 2026
You can't say May was boring. The Nasdaq 100 futures (CME:NQ1!) closed the month up 9.82% at 30,307. S&P 500 futures (CME:ES1!) added 4.67%, closing at 7,582. Wall Street had…
Vitti Capital Markets Update – April 2026
April was a relief rally. After the brutal March selloff sparked by the Iran/Hormuz crisis, which we covered in This Too Shall Pass, the bid came back hard. The S&P…
Vitti Capital Markets Update – March 2026
It's been a month of carnage. The US and Israel escalated their confrontation with Iran into open kinetic conflict. Bombs, assassinations, and missile strikes that pierced
Vitti Capital Markets Update – February 2026
Opening Snapshot Global markets have had a very strong February. The US Federal Reserve stayed on hold at its late-January meeting, but the minutes made one thing clear. Policymakers are…
Vitti Capital Markets Update – January 2026
Monthly Markets Update – January 2026 January kicked off the year with a strong and calm equity environment. Big themes worked, but not everything went along for the ride. Precious…
Vitti Capital Markets Update – December 2025
General Market Overview December has delivered an unusually quiet end to the year after a messy 12 months of twists and turns. After a year that tested patience, discipline, and…
Vitti Capital Markets Update – November 2025
General Market Overview After October’s sugar-rush, November delivered a reality check. Major equity indices drifted lower. In Australia, the S&P/ASX 200 (ASX:XJO) stood out for it’s weakness against global indices.…
