• February 25, 2025

Weekly Newsletter – 21th February , 2025

US markets closed the week in red after economic data pointed to slowing business activity and further weakening in consumer sentiment. Adding to the gloom was weak guidance shared by Walmart, which is considered a proxy for the health of the US consumer. Musk’s DOGE continued its aggressive firing spree as the US announced plans to slash its defence budget.

The geopolitical situation also remained murky and unsettled in Europe, pointing to a complicated path towards fiscal stimulus.

  • 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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  • June 4, 2025

Weekly Newsletter – 30th May , 2025

Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…

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