Blog Posts

Day 35: Markets Eye the Cost of a Record Shutdow : Blog Image 7

No.7 Day 35: Markets Eye the Cost of a Record Shutdow

U.S. government shutdown tests markets; data blackout, funding tightness, defensive stocks favored, QT ends, liquidity risk remains.

Divided We Stand : Blog Image 6

No.6 Divided We Stand

Federal Reserve’s Divided Outlook Leaves Investors Navigating Uncertainty Amid Mixed Signals on Rates and Growth

Financial market outlook : Blog Image 5

No.5 From Poker Face to Pivot : Powell Shows His Hand

Powell’s Jackson Hole Pivot Surprises Markets, Signals Rate Cut and Sparks Rally in Risk Assets

Financial market outlook : Blog Image 4

No.4 A Pivotal Week for US Markets

A rare convergence of Fed policy, tech earnings, economic data, tariffs, and Treasury issuance creates heightened volatility risks for US markets.

Financial market outlook : Blog Image 3

No.3 Between Tailwinds and Turbulence

Navigating 2025’s Market Crosswinds: Inflation, Fed Signals, and Global Shifts Shape Investment Strategy.

Financial market outlook : Blog Image 2

No.2 Liberation to Rotation

The regime shift is real. Forward strategy now depends on recognizing durable earnings, macro differentiation, and policy recalibration.

Financial market outlook : Blog Image 1

No.1 Liberation or Liquidation Day?

Markets stumbled, but history suggests disciplined investors often find their best opportunities in the recovery that follows.

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