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
- November 12, 2026
Weekly Newsletter – 6th November, 2026
Markets welcomed the Democratic sweep of Congress with an initial relief rally, as lower yields, a softer dollar,…
- November 2, 2026
Weekly Newsletter – 30th October, 2026
Markets confronted an AI-spending reality check as Alphabet, Amazon, and Intel suffered sharp selloffs triggered by negative free…
- October 26, 2026
Weekly Newsletter – 23rd October, 2026
Doubts over the payoff from massive AI spending triggered a sharp tech selloff, with Meta’s negative free cash…