U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since 2021—offset a hawkish Jackson Hole speech from Fed Chair Kevin Warsh that lifted rate‑hike bets and Treasury yields. Geopolitical risks in Iran and U.S. debt concerns kept volatility elevated, with investors now focused on incoming inflation and labor data.
- September 1, 2026
Weekly Newsletter – 28th August, 2026
- 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…
- August 18, 2026
Weekly Newsletter – 14th August, 2026
Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…
- August 12, 2026
Weekly Newsletter – 7th August, 2026
Softer July payrolls and downward revisions eased expectations for a September Fed hike, while moderating wages and lower…