Insights
Weekly Newsletter – 10th January , 2025
A surprisingly strong US jobs report fed into fears of sustained inflation, sending Treasury yields soaring and stock prices plummeting. Interest rate cut expectations have been pared to one or two cuts in the second half of the year. Meanwhile, Chinese markets are bracing for the potential impact of the incoming
Weekly Newsletter – 10th January , 2025
A surprisingly strong US jobs report fed into fears of sustained inflation, sending Treasury yields soaring and stock prices plummeting. Interest rate cut expectations have been pared to one or two cuts in the second half of the
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 – 10th January , 2025
A surprisingly strong US jobs report fed into fears of sustained
Weekly Newsletter – 3rd January , 2025
The S&P 500 did not experience a Santa Claus rally this
Actionable Insight – Of Predictions and Preparedness (Part 1)
As we step into a new year, we take this opportunity
Weekly Newsletter – 13th Decmber , 2024
US stock indices paused this week as markets focused their attention
Weekly Newsletter – 6th December , 2024
A tech rally boosted major US indices to new highs in
Actionable Insight – November
US stocks continue to deliver very strong performance, recently buoyed by
Weekly Newsletter – 15th November , 2024
US stocks initially surged following Trump’s election victory, but have since
Weekly Newsletter – 8th November , 2024
U.S. stock markets experienced their best week in a year, with
Weekly Newsletter – 1st November , 2024
US October jobs data came in well below expectations, but analysts