• January 14, 2025

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 Trump administration and weak domestic data.

  • June 30, 2026

Weekly Newsletter – 26th June, 2026

A U.S.-Iran diplomatic breakthrough triggered a de-escalation pivot across global markets, sending oil prices down 8.70% as the…

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  • June 22, 2026

Weekly Newsletter – 19th June, 2026

The US–Iran ‘ceasefire’ eased energy supply fears and lifted risk sentiment, while the Fed’s June meeting and new…

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  • June 8, 2026

Weekly Newsletter – 6th June, 2026

A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging…

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