• 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.

  • 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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  • September 1, 2026

Weekly Newsletter – 28th August, 2026

U.S. markets closed the week higher as exceptional Q2 earnings S&P 500 profits up 52%, the strongest since…

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  • August 24, 2026

Weekly Newsletter – 21st August, 2026

Markets confront a Treasury–Fed tug-of-war as Scott Bessent’s aggressive yield-capping fades and Chair Warsh’s independent stance dominates ahead…

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