Insights

Actionable Insight – Federal Reserve in the Crosshairs
US macroeconomic data, especially those related to inflation and employment, suggest a slowdown over the next few months. For now, markets seem to be focused more on the Federal Reserve’s decision regarding interest rate cuts, and are responding positively.

Actionable Insight – Federal Reserve in the Crosshairs
US macroeconomic data, especially those related to inflation and employment, suggest a slowdown over the next few months. For now, markets seem to be focused more on the Federal Reserve’s decision regarding interest rate cuts, and are responding
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

Actionable Insight – Federal Reserve in the Crosshairs
US macroeconomic data, especially those related to inflation and employment, suggest

Weekly Newsletter – 29nd Aug , 2025
The news cycle from the United States remains dynamic as a

Weekly Newsletter – 22nd Aug , 2025
The ‘piece de resistance’ last week was the statement by Chairman

Weekly Newsletter – 15th Aug , 2025
Conflicting inflation data last week has complicated matters for the Federal

Weekly Newsletter – 8th Aug , 2025
Q2 earnings for US corporates have been fairly strong so far.

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