US markets continue to fret amidst uncertainty around actions of the current administration with markets entering correction territory. The job market remains relatively stable however unemployment rate ticked up in February. Europe sees significant fiscal stimulus on the horizon with the incoming German administration announcing ambitious plans. Beijing announced their 2025 GDP growth targets while gold continues to see inflows due to heightened volatility.
- March 12, 2025
Weekly Newsletter – 7th March , 2025
- 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…
- 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…
- 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,…