Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung wildly on Middle East escalation before a US-Iran strike pause brought relief, while Alphabet and Tesla’s soaring AI capex spooked investors, dragging the Nasdaq down nearly 2%.
- July 28, 2026
Weekly Newsletter – 24th July, 2026
- September 7, 2026
Weekly Newsletter – 4th September, 2026
Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted…
- September 1, 2026
Weekly Newsletter – 28th August, 2026
U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…
- August 24, 2026
Weekly Newsletter – 21st August, 2026
Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…