by cfm_admin | Sep 5, 2025 | Weekly Wrap
US SECOND QUARTER EARNINGS SEASON: RESILIENCE AMID UNCERTAINTY United States (US) earnings season is when US companies report on how they have performed in the previous quarters. It gives investors insight into what factors are impacting corporate earnings performance...
by cfm_admin | Aug 29, 2025 | Weekly Wrap
TRUMP VS THE FEDERAL RESERVE’S INDEPENDENCE United States (US) President, Donald Trump’s second term has been marked by an aggressive campaign to reshape the US Federal Reserve’s (Fed’s) Federal Open Market Committee (FOMC) and the broader Federal Reserve...
by cfm_admin | Aug 22, 2025 | Weekly Wrap
TECH’S JOLT: RISK RESET OR HARBINGER OF SOMETHING DEEPER? The winds of change are blowing through technology markets. A sector that seemed impervious to economic storms through the first half of the year has started to shudder. The United States (US)...
by cfm_admin | Aug 15, 2025 | Weekly Wrap
A MIRAGE OF RESILIENCE On the surface, the United States (US) economy still looks sturdy. Growth is holding, inflation prints are calm, and equities are climbing. But beneath the surface, the story is far more fragile – the economy is balancing on a shaky foundation...
by cfm_admin | Aug 8, 2025 | Weekly Wrap
CRUDE CALCULATIONS: INDIA’S RISKY BET ON RUSSIAN OIL India’s relationship with Russian crude is a masterclass in strategic ambiguity, presenting opportunity but also some potentially serious liability. Since Moscow’s invasion of Ukraine, Western sanctions have...
by cfm_admin | Aug 1, 2025 | Weekly Wrap
MARKET CONTRADICTIONS AS SIGNALS COLLIDE Markets are no strangers to contradiction. This week, however, they had no choice as signals collided with force. Central banks tried to offer restraint, while cloaked in hesitation; trade tensions escalated with theatrical...
