• 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.

  • January 19, 2026

Weekly Newsletter – 17th Jan, 2026

US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…

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  • June 17, 2025

Weekly Newsletter – 13th June, 2025

Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…

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  • June 10, 2025

Weekly Newsletter – 6th June , 2025

Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…

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