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.
- November 12, 2024
Weekly Newsletter – 8th November , 2024
- 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…