• November 12, 2024

Weekly Newsletter – 8th November , 2024

U.S. stock markets experienced their best week in a year, with the S&P 500 touching 6,000 following a Republican sweep in the elections which also caused reverberations in capital markets across the globe. The Fed continued its easing cycle. On the other side of the world, Beijing announced their much-awaited fiscal spending plan to revive a subdued economy.

  • September 7, 2026

Weekly Newsletter – 4th September, 2026

Markets shifted focus from earnings to macro as a blow‑out August jobs report (162k payrolls; 4.1% unemployment) lifted…

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  • September 1, 2026

Weekly Newsletter – 28th August, 2026

U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…

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  • 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…

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