• 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 17, 2025

Weekly Newsletter – 13th June , 2025

Economic and policy risk were at least temporarily relegated to secondary status as geopolitical risk emanating from the…

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  • June 10, 2025

Weekly Newsletter – 6th June , 2025

Last week, the S&P 500 crossed 6,000 marking a bull market in a drama filled week which included…

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  • June 4, 2025

Weekly Newsletter – 30th May , 2025

Trump’s tariff strategy faces an unexpected speed bump, his “big, beautiful bill” awaits Senate approval and as the…

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