• 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 30, 2026

Weekly Newsletter – 26th June, 2026

A U.S.-Iran diplomatic breakthrough triggered a de-escalation pivot across global markets, sending oil prices down 8.70% as the…

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  • June 22, 2026

Weekly Newsletter – 19th June, 2026

The US–Iran ‘ceasefire’ eased energy supply fears and lifted risk sentiment, while the Fed’s June meeting and new…

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  • June 8, 2026

Weekly Newsletter – 6th June, 2026

A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging…

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