Markets fluctuated amid U.S. inflation data and the ongoing tariff policy uncertainty. Bonds saw heightened intraweek volatility. Chinese stocks rose on AI optimism and an Alibaba-Apple partnership, contrasting with India’s slump from foreign outflows and valuation concerns.
- February 18, 2025
Weekly Newsletter – 14th February , 2025
- October 19, 2026
Weekly Newsletter – 16th October, 2026
Hot inflation and surging oil have revived expectations of a Fed rate hike, pushing the 10-year Treasury yield…
- October 12, 2026
Weekly Newsletter – 9th October, 2026
Bond yields climbed to multi-decade highs as oil stayed above $100 amid Gulf attacks and hurricane-related supply risks,…
- October 5, 2026
Weekly Newsletter – 2nd October, 2026
Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment…