• 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.

  • August 4, 2026

Weekly Newsletter – 31st July, 2026

Oil’s spike proved short-lived as Trump signaled a truce with Iran over the Hormuz corridor, sending Brent tumbling…

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  • July 28, 2026

Weekly Newsletter – 24th July, 2026

Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung…

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  • July 20, 2026

Weekly Newsletter – 17th July, 2026

Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left…

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