• January 21, 2025

Weekly Newsletter – 17th January , 2025

Major U.S. stock indexes rallied for the week, driven by optimism ahead of Trump’s inauguration on Monday. Investors were encouraged by strong bank earnings and positive economic data, resuscitating bets on interest rate cuts in the months ahead. The 10-year Treasury yield settled around 4.6%, while Bitcoin surpassed $100,000, boosting crypto-related stocks.

  • November 12, 2026

Weekly Newsletter – 6th November, 2026

Markets welcomed the Democratic sweep of Congress with an initial relief rally, as lower yields, a softer dollar,…

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  • November 2, 2026

Weekly Newsletter – 30th October, 2026

Markets confronted an AI-spending reality check as Alphabet, Amazon, and Intel suffered sharp selloffs triggered by negative free…

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  • October 26, 2026

Weekly Newsletter – 23rd October, 2026

Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash…

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