Weekly Review

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

Higher Bond Yields: Can We Grow Our Way Out?

Higher bond yields raise refinancing costs and pressure governments, corporates and markets.

Fed Rate Hike: Justified or Buckling to Pressure?

The Fed rate hike on Wednesday saw rates rise +0.25% to 3.75% to 4.00%. It

Yen Carry Trade Risk and Global Market Volatility

Size doesn’t matter…….it’s the Amplifier, stupid! The Japanese Yen has been front-paging headlines. The reason?

Bond Yields, Inflation and Market Pressure

Bond yields, inflation and AI investment shape a turbulent outlook for global markets.

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.

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