Newsletter
- 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...
- July 13, 2026
Weekly Newsletter – 10th July, 2026
Geopolitics dictated market tone last week as Hormuz-linked oil volatility, a hawkish Fed tilt, and rising yields tested investor nerves....
- June 30, 2026
Weekly Newsletter – 26th June, 2026
A U.S.-Iran diplomatic breakthrough triggered a de-escalation pivot across global markets, sending oil prices down 8.70% as the Straits of...
- June 22, 2026
Weekly Newsletter – 19th June, 2026
The US–Iran ‘ceasefire’ eased energy supply fears and lifted risk sentiment, while the Fed’s June meeting and new Chairman Warsh...
- June 8, 2026
Weekly Newsletter – 6th June, 2026
A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging to 70%...
- April 13, 2026
Weekly Newsletter – 10th April, 2026
A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the S&P 500...
- February 23, 2026
Weekly Newsletter – 20th February, 2026
A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery after the...