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
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Weekly Newsletter – 6th February, 2026
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…
- February 5, 2026
Weekly Newsletter – 30th Jan, 2026
Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and…
- January 19, 2026
Weekly Newsletter – 17th Jan, 2026
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…