• 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.

  • 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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