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PUBLICATIONS
Digest | 6 April 2025
A look at important themes on the horizon (April 7 - April 11). The Week Ahead BAD MEDICINE: If markets were hoping for a tariff...
Apr 73 min read
Digest | 4 April 2025
Equity indices' two-day plunge marked their worst performance since COVID and the 2008 financial crisis. Friday's losses neared 6% in the...
Apr 55 min read
Digest | 3 April 2025
Liberation gave way to consternation as the announcement of "reciprocal" tariffs brought seas of red in global equities on Thursday....
Apr 46 min read
Digest | 2 April 2025
Wednesday's risk asset rally dissipated in overnight trading as the announcement of President Trump's "reciprocal" tariff regime brought...
Apr 25 min read
Digest | 1 April 2025
Sideways trading belied markets' collective anxiety in anticipation of Wednesday's "Liberation Day", which stands poised to disrupt the...
Apr 13 min read
Digest | 31 March 2025
Tariff trepidation weighed on global equity indices even as domestic stocks recovered late in Monday's trading. Major bourses in Asia...
Mar 314 min read
Digest | 30 March 2025
A look at important themes on the horizon (March 31 - April 4). The Week Ahead CLARITY: Whether rumored US tariffs or the uncertainty...
Mar 314 min read
Digest | 28 March 2025
Declining sentiment and resurgent inflation concerns amid tariff-driven uncertainty weighed on equities as Big Tech and auto-adjacent...
Mar 284 min read
Digest | 27 March 2025
Global equity markets drifted lower on light volumes and gold climbed to record highs against mixed dollar performance Thursday. Proposed...
Mar 273 min read
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