Stocks surged despite higher than expected inflation data, driven in part by Nvidia’s 16% rise due to strong AI chip demand. Markets are split on whether the Federal Reserve will cut rates by 25 or 50 basis points. Meanwhile, gold hit a historic high of $2,600/oz. The ECB also cut interest rates for the second time this year.
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Weekly Newsletter – 13th September , 2024
- 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…
- April 13, 2026
Weekly Newsletter – 10th April, 2026
A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the…
- February 23, 2026
Weekly Newsletter – 20th February, 2026
A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery…