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.
- December 10, 2024
Weekly Newsletter – 6th December , 2024
- June 17, 2025
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…