Insights

Weekly Newsletter – 9th May , 2025
Markets had a relatively calm week. The tone was somewhat optimistic as the Fed acted in line with expectations and there were indications of progress on trade negotiations. The UK was first off the block on May 8th, and was followed yesterday by the all-important agreement with China to keep tariffs

Weekly Newsletter – 9th May , 2025
Markets had a relatively calm week. The tone was somewhat optimistic as the Fed acted in line with expectations and there were indications of progress on trade negotiations. The UK was first off the block on May 8th,
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 – 9th May , 2025
Markets had a relatively calm week. The tone was somewhat optimistic

Weekly Newsletter – 2nd May , 2025
Wall Street saw their longest winning streak since 2004 on the

Weekly Newsletter – 18th April , 2025
U.S. stocks drifted lower in a holiday-shortened week amid trade tensions,

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