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
- September 22, 2026
Weekly Newsletter – 18th September, 2026
A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…
- September 16, 2026
Weekly Newsletter – 11th September, 2026
Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first…
- 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…