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
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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