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Jul 28, 20243 min read
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 21, 20243 min read
Weekly Market Update (July 21, 2024)
US equities were down this week, mostly driven by the underperformance in semiconductors. Small-cap stocks...
Jul 14, 20242 min read
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 7, 20243 min read
Weekly Market Update (July 07, 2024)
US equities hit all-time highs again during this shortened holiday trading week. Trading volumes are low...
Jun 29, 20243 min read
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 22, 20243 min read
Weekly Market Update (June 23, 2024)
US equities hit all-time highs again, while some mega-tech and momentum stocks...
Jun 15, 20242 min read
Weekly Market Update (June 16, 2024)
Both Nadaq and S&P500 hit new high this week, despite the relatively hawkish...
Jun 10, 20244 min read
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 8, 20242 min read
Weekly Market Update (June 09, 2024)
US equities performed well this week. Both the S&P500 and Nasdaq hit...
Jun 1, 20243 min read
Weekly Market Update (June 02, 2024)
US equities ended with a spectacular performance in May. Nasdaq hit all-time high again...
May 26, 20242 min read
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 19, 20243 min read
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 11, 20242 min read
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...
May 5, 20243 min read
Weekly Market Update (May 05, 2024)
Treasury yields dropped as the Fed’s comments are dovish this week. Rate expectations shifted from...
Apr 28, 20242 min read
Weekly Market Update (April 28, 2024)
US equities rebounded slightly as geopolitical tension eased over last weekend. Market participants shifted...
Apr 21, 20243 min read
Weekly Market Update (April 21, 2024)
Equities continue to drop this week due to the high pressures of...
Apr 14, 20242 min read
Weekly Market Update (April 14, 2024)
The US consumer price index (CPI) came in higher than expected, leading to lower rate cut expectations. US equity markets were...
Apr 7, 20242 min read
Weekly Market Update (April 07, 2024)
Equity markets dropped slightly this week. Not a good start...
Mar 30, 20242 min read
Weekly Market Update (March 31, 2024)
S&P500 ended the quarter with more than 10% gain, which is its second consecutive quarter with...
Mar 24, 20243 min read
Weekly Market Update (March 24, 2024)
Equities hit a record high this week, mainly driven by the reassurance by the Fed that...
Mar 17, 20243 min read
Weekly Market Update (March 17, 2024)
Inflation concerns reignited after the CPI and PPI came in higher than expected. 10Y treasury yields were...
Mar 10, 20242 min read
Weekly Market Update (March 10, 2024)
All eyes are on the US job market this week. The unemployment data increased the likelihood of...
Mar 3, 20242 min read
Weekly Market Update (March 03, 2024)
Equities were flat this week. The inflation indicators are suggesting a patient approach to lower interest rates. After...
Feb 25, 20243 min read
Weekly Market Update (February 25, 2024)
Equities were up this week, mainly driven by the strong earnings from Nvidia. Other AI companies also outperformed. All eyes are...
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