top of page
PUBLICATIONS
Digest | 4 June 2025
In contrast to sluggish equities trading, Treasuries rallied on Wednesday as unexpectedly weak domestic data fanned optimism for Fed...
Jun 53 min read
Digest | 3 June 2025
With global equity indices approaching all-time highs, relatively calm markets belied diplomatic, policy, and economic uncertainty ahead...
Jun 44 min read
Digest | 2 June 2025
Geopolitical headlines dominated otherwise quiet trading Monday. Ukraine's sophisticated attack targeting Russian strategic bombers over...
Jun 35 min read
Digest | 29 May 2025
Equities registered modest gains amid quiet trading on Thursday. An appeals court upheld reciprocal tariffs - for now - and the US...
May 304 min read
Digest | 28 May 2025
Notwithstanding a down day for the S&P, technology earnings upside and a seismic court ruling that invalidated emergency tariff orders...
May 294 min read
Digest | 27 May 2025
A deescalation of trade hostilities bolstered equity indices on Tuesday as US markets reopened; the S&P 500 rallied 2.1%. Meanwhile, gold...
May 284 min read
Digest | 22 May 2025
A modest equity retreat accompanied a global bond selloff on Thursday. House passage of tax and spending legislation amplified deficit...
May 232 min read
Digest | 21 May 2025
Equities languished as fickle demand for longer-dated US Treasuries invoked debt sustainability concerns with House budget legislation...
May 223 min read
Digest | 20 May 2025
US equities' week-long ascent relented on Tuesday with Treasury rates little changed; Israel-Iran headlines lifted oil. President Trump's...
May 213 min read
bottom of page