The S&P finally hit all-time highs last week, buoyed mainly by renewed optimism around AI. However, valuations look ever more stretched, and some near-term consolidation appears possible.
- January 19, 2024
Weekly Newsletter – January 19, 2024
- June 30, 2026
Weekly Newsletter – 26th June, 2026
A U.S.-Iran diplomatic breakthrough triggered a de-escalation pivot across global markets, sending oil prices down 8.70% as the…
- June 22, 2026
Weekly Newsletter – 19th June, 2026
The US–Iran ‘ceasefire’ eased energy supply fears and lifted risk sentiment, while the Fed’s June meeting and new…
- June 8, 2026
Weekly Newsletter – 6th June, 2026
A blowout US jobs report — 172,000 nonfarm payrolls against an 80,000 consensus — sent rate-hike odds surging…