Last week started off with a détente in the US-China trade war sending global stocks soaring and US indices paring 2025 losses. Soft US data continued to disappoint, but hard data remains resilient. On Friday, US credit rating was downgraded by Moody’s to Aa1. History suggests that the effect, if any, will be short-lived.
- May 20, 2025
Weekly Newsletter – 16th May , 2025
- February 23, 2026
Weekly Newsletter – 20th February, 2026
A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery…
- February 9, 2026
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…