• May 14, 2025

Weekly Newsletter – 9th May , 2025

Markets had a relatively calm week. The tone was somewhat optimistic as the Fed acted in line with expectations and there were indications of progress on trade negotiations. The UK was first off the block on May 8th, and was followed yesterday by the all-important agreement with China to keep tariffs at 30% for the next 90 days. Markets have responded very positively and have jumped almost across the board. We recommend clients use this opportunity to lock in some profits and rebalance their portfolios.

  • September 22, 2026

Weekly Newsletter – 18th September, 2026

A Middle East escalation reshapes rate paths as the Fed, BoE, and BoJ all tighten amid oil-supply fears.…

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  • September 16, 2026

Weekly Newsletter – 11th September, 2026

Markets confront a synchronized hawkish turn: the Fed, ECB and BOJ are all tightening together for the first…

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  • 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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