Timely trends and commentary that matter.
Market Insights
Welcome to Market Insights, where we unpack what’s driving markets with a long-term lens. Our commentary connects short-term headlines to long-term investment thinking, helping you stay grounded, not swayed.
Weekly Macro Snapshot
Global central banks remain in pause mode while inflation remains sticky in key economies. We review what this means for valuations, yields, and equity positioning.
Sector Watch
Tech valuations rebounded as AI optimism remains strong. However, earnings revisions are slowing — are expectations running too hot?
Sentiment Meter
Investor sentiment is hovering in “Greed” territory, historically a contrarian signal.
