Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included a public spat between Donald Trump and Elon Musk and the first direct talks between the US president and the Xi Jinping since Liberation day.
- June 10, 2025
Weekly Newsletter – 6th June , 2025
- 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 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…
- May 20, 2025
Weekly Newsletter – 16th May , 2025
Last week started off with a détente in the US-China trade war sending global stocks soaring and US…