• December 10, 2024

Weekly Newsletter – 6th December , 2024

A tech rally boosted major US indices to new highs in a week that was dominated by political news. The November jobs data was not too distant from expectations, reinforcing investor optimism that the Federal Reserve will cut interest rates in December. Oil prices fell amid concerns over weak demand. Indian and Japanese stocks saw gains, driven by shifts in foreign investor sentiment and comments from the Bank of Japan.

  • 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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