Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead of Jackson Hole. Divergent signals from resilient PMIs to Walmart’s soft guidance, plus Iran-driven oil and gold strength, set a cautious tone into Nvidia’s Q2 results and Warsh’s Friday keynote.
- August 24, 2026
Weekly Newsletter – 21st August, 2026
- 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…
- 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…
- 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,…