• September 20, 2024

Weekly Newsletter – 13th September , 2024

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.

  • June 17, 2025

Weekly Newsletter – 13th June , 2025

Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…

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  • June 10, 2025

Weekly Newsletter – 6th June , 2025

Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…

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  • June 4, 2025

Weekly Newsletter – 30th May , 2025

Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…

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