The Federal Reserve is expected to cut interest rates next month after more than two years of hikes aimed at controlling pandemic-driven inflation. The market reaction has been extremely bullish, with the S&P 500 adding over $4.5 trillion in market cap in three weeks, while Treasury yields fell and gold reached all-time highs. Attention is now focused on Nvidia’s upcoming earnings report due on August 28th.
- August 28, 2024
Weekly Newsletter – 24th August , 2024
- July 28, 2026
Weekly Newsletter – 24th July, 2026
Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung…
- July 20, 2026
Weekly Newsletter – 17th July, 2026
Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left…
- July 13, 2026
Weekly Newsletter – 10th July, 2026
Geopolitics dictated market tone last week as Hormuz-linked oil volatility, a hawkish Fed tilt, and rising yields tested…