• 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.

  • April 13, 2026

Weekly Newsletter – 10th April, 2026

A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the…

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  • February 23, 2026

Weekly Newsletter – 20th February, 2026

A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery…

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  • 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…

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