Newsletter
- October 5, 2026
Weekly Newsletter – 2nd October, 2026
Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment rate slashed...
- September 28, 2026
Weekly Newsletter – 25th September, 2026
Markets digest a hawkish Fed echo as 10‑year yields breach 5%, while oil’s wild ride driven by Hormuz tensions and...
- September 22, 2026
Weekly Newsletter – 18th September, 2026
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears. Frontier AI’s...
- September 16, 2026
Weekly Newsletter – 11th September, 2026
Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first time since...
- September 7, 2026
Weekly Newsletter – 4th September, 2026
Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted odds of...
- 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...