• July 2, 2024

Weekly Newsletter – 28th June , 2024

US markets once again ended the week largely flat, as political developments in the US and France captured investor attention. Despite easing inflation, US Treasury yields rose due to uncertainty around the upcoming elections. The US dollar strengthened, while the Japanese yen hit a 38-year low against the dollar.

  • 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.…

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  • 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…

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  • 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…

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