• November 20, 2024

Weekly Newsletter – 15th November , 2024

US stocks initially surged following Trump’s election victory, but have since retreated, giving up most of those gains. The market’s optimism about pro-business policies has been tempered by concerns over potential inflationary effects and slower-than-expected interest rate cuts. Federal Reserve Chair Jerome Powell’s comments suggesting a cautious approach to rate reductions, coupled with strong retail sales data, have led investors to reassess their expectations for monetary policy easing.

  • June 22, 2026

Weekly Newsletter – 19th June, 2026

The US–Iran ‘ceasefire’ eased energy supply fears and lifted risk sentiment, while the Fed’s June meeting and new…

READ MORE
  • June 8, 2026

Weekly Newsletter – 6th June, 2026

A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging…

READ MORE
  • April 13, 2026

Weekly Newsletter – 10th April, 2026

A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the…

READ MORE