Weekly Review

Stay Up To Date On Everything Regarding Skybound Capital’s Weekly Reviews.

Iran and Global Market Turmoil

Iran tensions, bond yields and AI pricing are driving uncertainty across global markets.

Cheap vs Expensive…..who wins?

Cheaper AI models challenge premium providers on pricing, margins and usage growth.

Discontent in the FED ranks …. has the new Fed Chair lost the plot?

A look at the Fed Chair's approach to inflation, markets and central bank independence.

AI Investment: Markets Shift from Hype to Proof of Returns

Why AI investment is entering a new phase focused on returns, not hype.

Andy Burnham Economic Policy: Costs, Markets and Labour’s New Direction

Andy Burnham economic policy is now firmly in focus as markets, voters and investors try

US Mid-Term Elections: The Redistricting Effect

Why redistricting may be the deciding factor in the US Mid-Term Elections.

Mid-Year Market Outlook: What the Markets Are Telling Us

Mid-year market outlook on AI, gold, interest rates and global investment trends.

Margaret Thatcher: What Makes a Great Leader

What made Margaret Thatcher a leader of conviction, and what can others learn?

Iran Deal Delay: Oil Prices, Inflation and Market Risks

As of this (Friday) morning, the planned Switzerland meeting to sign an interim agreement has

The first crack always looks insignificant…….until it isn’t!

May’s inflation data is largely in. The table below summarises the releases and what it

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