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.
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Weekly Newsletter – 28th August, 2026
- 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…
- 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…
- 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,…