• February 5, 2026

Weekly Newsletter – 30th Jan, 2026

Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and AI deal dynamics.

Focus shifts to Trump’s surprise pick of Kevin Warsh for Fed Chair, which adds a hawkish tilt to policy expectations.

  • 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…

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  • 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…

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  • 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,…

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