Insights
Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between Israel and Iran took centrestage. We expect financial markets to be in ‘risk off’ mode until clarity emerges about the extent and duration of damage caused by the conflict. Oil prices,
Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the war between Israel and Iran took centrestage. We expect financial markets to be in ‘risk off’ mode until clarity emerges
From our blog
Actionable Insights
From our blog
Weekly Newsletter
Actionable Insight – October
US stock markets took a breather after a 6-week ascent, shifting
Weekly Newsletter – 11th October , 2024
Dear Mr. Investor, US stocks continued to hit new all-time highs, with
Weekly Newsletter – 4th October , 2024
In September, US nonfarm payrolls surged by 254,000, exceeding expectations, while
Weekly Newsletter – 27th September , 2024
Stocks ended the week on a high, boosted by a favorable
Weekly Newsletter – 20th September , 2024
Following a 50 basis point rate cut, the S&P 500 hit
Actionable Insight – September
The Federal Reserve has shifted its focus from solely addressing inflation
Weekly Newsletter – 13th September , 2024
Stocks surged despite higher than expected inflation data, driven in part
Weekly Newsletter – 30th August , 2024
US stocks concluded a volatile month in a positive mood, buoyed
Weekly Newsletter – 24th August , 2024
The Federal Reserve is expected to cut interest rates next month
