Newsletter

Weekly Newsletter – 17th July, 2026
  • 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...

READ MORE
Weekly Newsletter – 10th July, 2026
  • 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....

READ MORE
Weekly Newsletter – 26th June, 2026
  • 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...

READ MORE
Weekly Newsletter – 19th June, 2026
  • 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...

READ MORE
Weekly Newsletter – 6th June, 2026
  • 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%...

READ MORE
Weekly Newsletter – 10th April, 2026
  • 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...

READ MORE
Weekly Newsletter – 20th February, 2026
  • 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...

READ MORE