A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears. Frontier AI’s “pace the frontier” accord triggers legal pushback and a semiconductor shakeout, supporting short-duration bonds, tactical gilts, and gold.
- September 22, 2026
Weekly Newsletter – 18th September, 2026
- October 12, 2026
Weekly Newsletter – 9th October, 2026
Bond yields climbed to multi-decade highs as oil stayed above $100 amid Gulf attacks and hurricane-related supply risks,…
- October 5, 2026
Weekly Newsletter – 2nd October, 2026
Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment…
- September 28, 2026
Weekly Newsletter – 25th September, 2026
Markets digest a hawkish Fed echo as 10‑year yields breach 5%, while oil’s wild ride driven by Hormuz…