• January 26, 2024

Weekly Newsletter – January 26, 2024

Markets retained their bullish tone through most of the week. Strong economic data, suggesting stronger than expected economic growth without inflation spiking, seems to have shifted attention away from interest rates for now.

The upcoming week is a busy one, with the January FOMC meeting due midweek and several mega-caps reporting earnings, and should help to set the tone for the near term.

  • 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…

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  • April 13, 2026

Weekly Newsletter – 10th April, 2026

A US-Iran ceasefire offered markets a brief reprieve, driving a sharp rally in risk assets and pushing the…

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  • February 23, 2026

Weekly Newsletter – 20th February, 2026

A week of two halves early AI-driven losses and geopolitical friction gave way to a sharp Friday recovery…

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