Weekly Market Update (October 13, 2024)
S&P500 reached all-time high again this week, mainly driven by the expectation of a lower recession likelihood. Volatility...
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Oct 62 min
Weekly Market Update (October 06, 2024)
US equities were flat this week as markets are still weighing the potential implications of the escalating...
Sep 293 min
Weekly Market Update (September 29, 2024)
Equities hit new high again, mainly driven by the strong performance in semiconductors and positive economic data...
Sep 223 min
Weekly Market Update (September 22, 2024)
S&P500 hit all-time high this week driven by the 50bps rate cut. The 50bps cut implied...
Sep 152 min
Weekly Market Update (September 15, 2024)
Markets are expecting the first potential rate cut in the...
Sep 82 min
Weekly Market Update (September 08, 2024)
Markets are still guessing whether there will be a 50bps or 25bps rate cut in the coming Fed meeting due to...
Sep 12 min
Weekly Market Update (September 01, 2024)
US equities dropped slightly after the AI-related news. All eyes were...
Aug 253 min
Weekly Market Update (August 25, 2024)
US equities remained flat this week. 10Y treasury yields dropped due to the expectation of rate cut...
Aug 182 min
Weekly Market Update (August 18, 2024)
US equities rallied significantly this week after the release of positive economic data. Nasdaq outperformed...
Aug 112 min
Weekly Market Update (August 11, 2024)
Market volatility was high due to concerns around potential recession. VIX hit 65 and dropped back
Aug 32 min
Weekly Market Update (August 03, 2024)
US equities dropped this week, mainly driven by the disappointment in tech earnings and slowing...
Jul 283 min
Weekly Market Update (July 28, 2024)
A sharp decline in US equities this week, mainly driven by the AI trade unwind and lower-than-expected earnings in...
Jul 213 min
Weekly Market Update (July 21, 2024)
US equities were down this week, mostly driven by the underperformance in semiconductors. Small-cap stocks...
Jul 142 min
Weekly Market Update (July 14, 2024)
Russell2000 outperformed Nasdaq this week, indicating a shift from large caps to small caps. Small caps are benefiting...
Jul 73 min
Weekly Market Update (July 07, 2024)
US equities hit all-time highs again during this shortened holiday trading week. Trading volumes are low...
Jun 293 min
Weekly Market Update (June 30, 2024)
First half of 2024 has passed, Nasdaq and S&P500 went up 18% and 15% respectively. PCE index was...
Jun 223 min
Weekly Market Update (June 23, 2024)
US equities hit all-time highs again, while some mega-tech and momentum stocks...
Jun 152 min
Weekly Market Update (June 16, 2024)
Both Nadaq and S&P500 hit new high this week, despite the relatively hawkish...
Jun 104 min
Generative AI (All you need to know)
The world of artificial intelligence (AI) continues to evolve rapidly, and OpenAI's latest surprise release, GPT-4o, has once again...
Jun 82 min
Weekly Market Update (June 09, 2024)
US equities performed well this week. Both the S&P500 and Nasdaq hit...
Jun 13 min
Weekly Market Update (June 02, 2024)
US equities ended with a spectacular performance in May. Nasdaq hit all-time high again...
May 262 min
Weekly Market Update (May 26, 2024)
Performance of equities was mixed this week, as market participants interpreted the FOMC minutes differently. AI momentum remains strong...
May 193 min
Weekly Market Update (May 19, 2024)
After a few low-volume trading days early this week, all major US equity indices hit new highs as CPI was in line...
May 112 min
Weekly Market Update (May 12, 2024)
US job market remains soft, increasing the likelihood of the Fed’s rate cut this year. Market is pricing 41bps of cuts by...
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