Newsletter
- September 1, 2026
Weekly Newsletter – 28th August, 2026
U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since 2021—offset a...
- August 24, 2026
Weekly Newsletter – 21st August, 2026
Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead of Jackson...
- August 18, 2026
Weekly Newsletter – 14th August, 2026
Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI financing pact...
- August 12, 2026
Weekly Newsletter – 7th August, 2026
Softer July payrolls and downward revisions eased expectations for a September Fed hike, while moderating wages and lower oil prices...
- August 4, 2026
Weekly Newsletter – 31st July, 2026
Oil’s spike proved short-lived as Trump signaled a truce with Iran over the Hormuz corridor, sending Brent tumbling over 6%...
- July 28, 2026
Weekly Newsletter – 24th July, 2026
Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung wildly on...
- July 20, 2026
Weekly Newsletter – 17th July, 2026
Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left Fed rate-cut...