• 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.

  • September 1, 2026

Weekly Newsletter – 28th August, 2026

U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…

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  • August 24, 2026

Weekly Newsletter – 21st August, 2026

Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…

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  • August 18, 2026

Weekly Newsletter – 14th August, 2026

Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…

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