Last week, the S&P 500 narrowly extended its five-week winning streak, registering a +0.03% gain, while the Nasdaq surged +1.4%; however, the Dow fell -2.3%. In the coming week, bond markets face a busy slate of Treasury auctions worth $183B and market focus shifts to inflation data due on 31st May
- May 28, 2024
Weekly Newsletter – 24th May , 2024
- 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…