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
- 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,…
- October 5, 2026
Weekly Newsletter – 2nd October, 2026
Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment…
- September 28, 2026
Weekly Newsletter – 25th September, 2026
Markets digest a hawkish Fed echo as 10‑year yields breach 5%, while oil’s wild ride driven by Hormuz…