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
- February 9, 2026
Weekly Newsletter – 6th February, 2026
Technology stocks endured their worst week in months as investors reassessed AI capital spending returns; however, broader markets…
- February 5, 2026
Weekly Newsletter – 30th Jan, 2026
Markets navigate a volatile backdrop: from divergent U.S. earnings and violent precious‑metal moves to shifting Fed leadership and…
- January 19, 2026
Weekly Newsletter – 17th Jan, 2026
US markets observe a rotation towards small caps, away from the stretched valuations seen in mega cap stocks.…