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
- February 9, 2026
Weekly Newsletter – 6th February, 2026
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…
- February 5, 2026
Weekly Newsletter – 30th Jan, 2026
Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and…
- January 19, 2026
Weekly Newsletter – 17th Jan, 2026
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…