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Weekly Market Update (Aug 23, 2026)
The US Treasury announced that it would double the size of buybacks for long-dated Treasuries this week, although the effect was short-lived. The Fed’s Jackson Hole meeting...
Aug 23, 2026
Weekly Market Update (Aug 15, 2026)
The USD strengthened slightly this week. Moderating inflation data led markets to scale back expectations of a Fed rate hike, resulting...
Aug 15, 2026
Weekly Market Update (Aug 09, 2026)
The S&P 500 hit a record high this week. Growth remains resilient, while the labor market is cooling. All eyes are on...
Aug 9, 2026
Weekly Market Update (Aug 02, 2026)
The Fed kept rates unchanged. Citadel bought a large portion of AI stocks from...
Aug 2, 2026
Weekly Market Update (Jul 26, 2026)
The ECB held rates, as markets had expected. Next week’s Fed decision is...
Jul 26, 2026
Weekly Market Update (Jul 19, 2026)
The US-Iran war has re-escalated, increasing stagflationary risk. The hawkish pivot....
Jul 19, 2026
Weekly Market Update (Jul 12, 2026)
The Q2 earnings reporting season will start next week. The market is pricing...
Jul 12, 2026
Weekly Market Update (Jul 04, 2026)
The decline in oil prices could ease inflation pressure and boost market sentiment. After Warsh spoke...
Jul 4, 2026
Weekly Market Update (Jun 21, 2026)
This was the first FOMC meeting under the new Fed chair. The Fed kept rates unchanged and...
Jun 21, 2026
Weekly Market Update (Jun 13, 2026)
It was a volatile week for the equity market. The ECB started its rate-hiking cycle this week. All eyes are on...
Jun 13, 2026
Weekly Market Update (Jun 06, 2026)
The equity market has lost some momentum this week. The ECB is...
Jun 6, 2026
Weekly Market Update (May 30, 2026)
Markets expect a US-Iran deal to be imminent. With expectations of...
May 30, 2026