In September, US nonfarm payrolls surged by 254,000, exceeding expectations, while the unemployment rate fell to 4.1%, leading to expectations of a more gradual cut in interest rates by the Fed. Meanwhile, geopolitical tensions spiked as Iran launched missile attacks on Israel, heightening fears of a broader Middle East conflict. Global markets, including European, Indian, and Gulf stock exchanges, were impacted by rising oil prices and economic uncertainty
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Weekly Newsletter – 4th October , 2024
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Weekly Newsletter – 13th June , 2025
Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…
- June 10, 2025
Weekly Newsletter – 6th June , 2025
Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…
- June 4, 2025
Weekly Newsletter – 30th May , 2025
Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…