• May 3, 2024

Weekly Newsletter – 3rd May , 2024

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.

  • August 24, 2026

Weekly Newsletter – 21st August, 2026

Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…

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  • August 18, 2026

Weekly Newsletter – 14th August, 2026

Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…

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  • August 12, 2026

Weekly Newsletter – 7th August, 2026

Softer July payrolls and downward revisions eased expectations for a September Fed hike, while moderating wages and lower…

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