• 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 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%.

  • October 26, 2026

Weekly Newsletter – 23rd October, 2026

Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash…

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  • October 19, 2026

Weekly Newsletter – 16th October, 2026

Hot inflation and surging oil have revived expectations of a Fed rate hike, pushing the 10-year Treasury yield…

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  • October 12, 2026

Weekly Newsletter – 9th October, 2026

Bond yields climbed to multi-decade highs as oil stayed above $100 amid Gulf attacks and hurricane-related supply risks,…

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