The S&P 500 and Treasuries notched their first in-tandem weekly gain in a month, buoyed by constructive pronouncements from Federal Reserve Chair Jerome Powell and softer employment data.
Please find enclosed our weekly newsletter.
- May 3, 2024
Weekly Newsletter – 3rd May , 2024
- 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,…