Insights

Weekly Newsletter – 11th April , 2025
As we expected, Trump announced a 90-day pause on most reciprocal tariffs excluding China, which caused the S&P 500 to jump almost 10% in a single day. However, uncertainty around tariffs remains, and fears of a trade war with China. Unless supported by positive news, markets are likely to drift lower.

Weekly Newsletter – 11th April , 2025
As we expected, Trump announced a 90-day pause on most reciprocal tariffs excluding China, which caused the S&P 500 to jump almost 10% in a single day. However, uncertainty around tariffs remains, and fears of a trade war
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 – 11th April , 2025
As we expected, Trump announced a 90-day pause on most reciprocal

Weekly Newsletter – Sailing Through Choppy Waters
US markets remain under pressure due to uncertainty around Trump’s actions

Weekly Newsletter – 14th March , 2025
The trade war continues to escalate and pressure markets with US

Weekly Newsletter – 7th March , 2025
US markets continue to fret amidst uncertainty around actions of the

Actionable Insight – New Alliances, New Technologies
Policy uncertainty, soft economic data & cracks in the US AI

Weekly Newsletter – 21th February , 2025
US markets closed the week in red after economic data pointed

Weekly Newsletter – 14th February , 2025
Markets fluctuated amid U.S. inflation data and the ongoing tariff policy

Weekly Newsletter – 7th February , 2025
Last week saw several US economic data releases and earnings releases

Weekly Newsletter – 31st January , 2025
US stocks bounced back after the shock from the DeepSeek news