Blog categorized as Market Commentary

Recent Fed developments raise concerns about political interference in monetary policy.From historical lessons to today’s market signals, discover what risks to watch, howportfolios may be affected, and why Fed independence is critical for investor confidence.

Markets brace for the Fed’s September policy decision amid sticky inflation, weak jobs data, and hopes for a 25 bps cut. What lies ahead?

Markets opened September with weak labor data & Fed turmoil. All eyes now on CPI, PPI & consumer sentiment to test Fed rate cut bets.

Nvidia, Apple, and Microsoft now dominate U.S. equity indices at historic levels. Could regulatory triggers force a rebalance and what would it mean for investors? Explore the mechanics, risks, and signals shaping today’s concentrated markets.

Weekly Market Wrap (Aug 25–29, 2025): Markets rallied on dovish Fed signals, GDP strength, and PCE inflation data. As September begins, all eyes turn to the U.S. jobs report, rate cut expectations, and trade risks shaping investor sentiment.