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
- 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…
- 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…
- 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…