Markets last week unsurprisingly overlooked the US government shutdown and continued rallying thanks to the AI narrative and pharma stocks seeing a record run. The fixed income market saw yields fall across the curve as private jobs data showed weakness.
This week the market is looking forward to Powell’s speech to get hints of the direction of the Fed easing, especially given the fact that they are now dependent on private data amidst the government shutdown.
Weekly Newsletter – 3rd October, 2025
October 8, 2025
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