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From Doves to Hawks: Central Banks adopt a hawkish stance amid Global Turmoil
Central banks paused rate cuts as geopolitical tensions and rising energy prices reignite inflation concerns. Markets are adjusting to a higher-for-longer environment, with implications across bonds, equities, currencies and commodities.
Tanooj Gopeechand
2 days ago3 min read
A Positive Month Masking Deepening Market Dispersion. Monthly Market Outlook – February Review
February’s markets appeared strong on the surface, yet beneath the headline returns a growing divergence between regions, sectors and investment styles is reshaping the investment landscape.
Girish Appadu
Mar 103 min read
Market Recap | October 2025: Trade Truce Lifts Sentiment, Fed Turns More Measured
October saw risk assets climb as a tentative US–China trade truce and moderating inflation bolstered optimism. The Fed’s measured tone and resilient earnings supported equities, though valuations remain stretched.
Girish Appadu
Nov 4, 20252 min read
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