• June 8, 2026

Weekly Newsletter – 6th June, 2026

A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging to 70% by year-end, erasing all hopes of 2026 cuts.

Equities sold off sharply, with the Nasdaq plunging 4.7% on the week as Broadcom’s guidance disappointed, while US-Iran ceasefire talks collapsed by Friday, keeping oil elevated and gold under pressure.

  • 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…

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  • 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…

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  • 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,…

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