• June 25, 2024

Weekly Newsletter – 21st June , 2024

It was a relatively quiet week in the financial markets, with most indices finishing close to where they started. French President Macron dissolved the National Assembly after a far-right victory in the EU parliament elections. The Swiss National Bank cut interest rates, while the Japanese yen weakened against the US dollar. 

  • 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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