• September 25, 2024

Weekly Newsletter – 20th September , 2024

Following a 50 basis point rate cut, the S&P 500 hit record highs, and Gold rallied to all-time highs.

At current levels, the index’s valuation of 21 times forward earnings is significantly higher than the long-term average. However, near-term momentum is bullish for markets

  • 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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  • October 19, 2026

Weekly Newsletter – 16th October, 2026

Hot inflation and surging oil have revived expectations of a Fed rate hike, pushing the 10-year Treasury yield…

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  • 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,…

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