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
- August 24, 2026
Weekly Newsletter – 21st August, 2026
Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…
- August 18, 2026
Weekly Newsletter – 14th August, 2026
Markets digest cooling inflation and softer spending as the Fed’s September hike odds recede, while Nvidia’s $500bn AI…
- August 12, 2026
Weekly Newsletter – 7th August, 2026
Softer July payrolls and downward revisions eased expectations for a September Fed hike, while moderating wages and lower…