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October 12, 2025: There Will Be Volatility

October 12, 2025: There Will Be Volatility

Last week, Dow Jones fell 2.7%, S&P 500 lost 2.4%. Nasdaq composite was down 2.5%. The market was headed for a mixed week, owing to questions re. the AI trade and Friday’s tariff re-escalation led to the largest pullbacks in NASDAQ and S&P 500 in over six...
September 28, 2025: Market Retreats From Record Highs

September 28, 2025: Market Retreats From Record Highs

Last week, Dow Jones fell 0.15%, S&P 500 was down 0.3%, Nasdaq composite lost 0.65%. September is tracking to be the busiest U.S. IPO month since Nov-2021 (US$7.6 billion excluding SPACs) with mixed after-markets (Netskope +18%, Stubhub −6%). Data-center land...
September 21, 2025: Major Indices Hit Record Highs

September 21, 2025: Major Indices Hit Record Highs

Last week, Dow Jones rose 1.05%, S&P 500 was up 1.2%, and Nasdaq gained 2.2%. Following an as-expected rate cut, risk appetite stayed firm across AI infrastructure and IPOs despite some mixed headlines pertaining to China’s scrutiny of Nvidia, and TikTok détente...
September 14, 2025: Rally Appears To Be Broadening

September 14, 2025: Rally Appears To Be Broadening

Last week, Dow Jones rose 0.95%, S&P 500 gained 1.6%, and Nasdaq composite was up 2%. The rally appears to be broadening out, even as indices generally slipped Friday on a lower than expected reading of the University of Michigan’s September consumer...