• January 12, 2024

Weekly Newsletter – January 12, 2024

The Santa Claus rally at the end of December did not materialize. Historically, in such situations the performance over the first five days of January has been a very good indicator for the year’s performance. Unfortunately for stock market bulls, the S&P 500 delivered a negative return. Will history repeat itself?

  • October 5, 2026

Weekly Newsletter – 2nd October, 2026

Markets turned a soft September jobs print into relief, as just 29,000 jobs added and a 4.2% unemployment…

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  • September 28, 2026

Weekly Newsletter – 25th September, 2026

Markets digest a hawkish Fed echo as 10‑year yields breach 5%, while oil’s wild ride driven by Hormuz…

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  • 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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