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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Actionable Insights
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Weekly Newsletter

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

Weekly Newsletter – 16th August , 2024
US stocks experienced their best week since November 2023, rebounding sharply

Actionable Insight – August
The hike in interest rates by the Bank of Japan led

Weekly Newsletter – 2nd August , 2024
Regular readers of our newsletter know that over the last several

Weekly Newsletter – 26th July , 2024
Both the S&P 500 and Nasdaq ended the week lower, with