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.
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Weekly Newsletter – 24th August , 2024
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Weekly Newsletter – 2nd October, 2026
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- September 28, 2026
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- September 22, 2026
Weekly Newsletter – 18th September, 2026
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…