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Market Insights Commentary:
Industry Insights
Policy patience and the Debasement trade
Markets this week oscillated between confidence in central bank easing and fear of policy overreach. While the midweek rally rode AI and promised rate cuts, the surprise surge in tariffs and political noise pushed safe-havens higher, giving new life to the debasement trade — a rotation toward hard assets, yield plays, and defensive equity strategies. US Market Outlook & Investment Strategy Navigating Policy Easing, Trade Shock & Real-Asset Rotation U.S. equities began the wee
1 day ago8 min read
Policy Patience, Market Optimism: Navigating the Late-Cycle Rotation
U.S. Market Outlook Navigating Policy Easing and Sector Rotation in a Late-Cycle Bull Market U.S. equities continue to defy macro...
Oct 58 min read
Trade Diplomacy, Policy Recalibration, and Fragile Optimism
June 2025 was a month defined by geopolitical breakthroughs, dovish central bank shifts, and re-emerging fiscal risks, sending mixed...
Jun 294 min read
Market Trends
Summary of the week - 10 Oct 25
Interest Rates US: The Federal Reserve lowered its benchmark federal funds rate by 25 basis points to a new target range of 4.00%–4.25% following its scheduled two-day policy meeting — a widely anticipated decision. One of twelve voting members dissented, preferring a deeper 50 bps reduction, signaling that the Committee remains divided on the pace of future easing. UK: The Bank of England voted to hold the Bank Rate steady at 4%, maintaining its restrictive stance. Policymak
Summary of the week - 5 Oct 25
Interest rate US: In September 2025, the Federal Reserve reduced the federal funds rate by 25 basis points to a target range of...
Summary of the week - 4 Apr 25
Interest rate US: The Federal Reserve left its benchmark interest rate unchanged at 4.25%–4.5% during its March 2025 policy meeting, as...
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