Insights

Weekly Newsletter – 18th July , 2025
US markets continued to hover at all-time highs as inflation data was in line with expectations, Wall Street bank results came in strong and the AI narrative remained in play with impressive results from TSMC. Other significant events included China releasing robust domestic data and Trump signing off on the Genius

Weekly Newsletter – 18th July , 2025
US markets continued to hover at all-time highs as inflation data was in line with expectations, Wall Street bank results came in strong and the AI narrative remained in play with impressive results from TSMC. Other significant events
From our blog

Actionable Insights

Actionable Insights – November
Things are unravelling pretty fast for the United States. Its national

Actionable Insights – October
While the US economy has managed to display surprising strength thus

Actionable Insights – September
Markets have now accepted two narratives – “higher (interest rates) for

Actionable Insights – August
Contrary to expectations at the start of the year, US stock

Actionable Insights – July
US stock market indices have belied widely held expectations and gone

Actionable Insights – June
On June 3rd, President Joe Biden signed the Fiscal Responsibility Act
From our blog

Weekly Newsletter

Weekly Newsletter – 18th July , 2025
US markets continued to hover at all-time highs as inflation data

Weekly Newsletter – 27th June , 2025
Last week markets hit all time highs as US announced a

Weekly Newsletter – 20th June , 2025
The Middle East conflict escalated last night with the US bombing

Actionable Insight – Navigating The Cross-Currents
Uncertain trade policy and a volatile geopolitical environment fed through to

Weekly Newsletter – 11th July , 2025
Donald Trump reignited the trade war as he announced tariffs unilaterally

Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary

Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market

Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful

Weekly Newsletter – 16th May , 2025
Last week started off with a détente in the US-China trade