Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted odds of a September Fed hike. US indices were flat to slightly lower, while oil surged on US‑Iran tensions and Treasuries sold off; gold lagged as real yields climbed.
- September 7, 2026
Weekly Newsletter – 4th September, 2026
- 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,…
- 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…