• March 12, 2025

Weekly Newsletter – 7th March , 2025

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.

  • July 28, 2026

Weekly Newsletter – 24th July, 2026

Markets closed a volatile week lower as oil, inflation fears, and mega-cap tech earnings collided. Brent crude swung…

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  • July 20, 2026

Weekly Newsletter – 17th July, 2026

Oil spiked 10-14% as US-Iran strikes intensified Hormuz tensions, while soft CPI/PPI data eased Treasury yields but left…

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  • July 13, 2026

Weekly Newsletter – 10th July, 2026

Geopolitics dictated market tone last week as Hormuz-linked oil volatility, a hawkish Fed tilt, and rising yields tested…

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