Weekly Markets Brief from 108 Wealth

Sweta Mehta
  • 0.0 (0)
  • Investing
  • Updated Weekly

Welcome to our 108 Wealth weekly market update. Each week, we dissect the shifting dynamics of the global economy - from macroeconomic shifts and central bank policy to individual equity movers and fixed-income trends. Our goal is to provide private banking investors with the context behind their portfolio performance.

  1. 5d ago

    108 Wealth Weekly Market Wrap – 17 Oct 2026

    108 Wealth Weekly Market Wrap – 17 Oct 2026 This week, we answer: What a week for AI names - SOXX fell 11%? What happened and why?PPI, CPI, WTIVIX rising - Why?Earnings - Semis, Banks and a couple of healthcare names.Chipotle, Netflix movesWhat to expect next week?Semis stumble. Time to reboot expectations? What does UBS think? 🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

  2. Oct 10

    108 Wealth Weekly Market Wrap – 10 Oct 2026

    108 Wealth Weekly Market Wrap – 10 Oct 2026 This week, we answer: OpenAI's ARR reduced? What was the impact?Is yield vol now spreading to credit spread? A research from JPM on this.What did Fed Minutes tell?What is so unusual in Q3 Insider buying and selling? Euro fell? Why?Preliminary results from TSM, Samsung, PEP's reported results.Important news from GOOGL, SPCX, INTC, AAPL, MRVL, AMD, PLTR and many others.What to expect next week? 🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

  3. Oct 3

    108 Wealth Weekly Market Wrap – 03 Oct 2026

    108 Wealth Weekly Market Wrap – 03 Oct 2026 This week, we answer: What happened in markets last week? What is PCE, nonfarm payrolls, Fed officials telling us?Will fed raise rates in Oct? what is market implyingResults from Micron, Nike, AccentureAnthropic IPOWhat is UBS expecting for equities in 2027? 🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

  4. Sep 26

    108 Wealth Weekly Market Wrap – 26 Sep 2026

    108 Wealth Weekly Market Wrap – 26 Sep 2026 This week, we answer: Fixed Income market views from JPM - Where will 10Y Treasury likely go?What to watch next week?What happened in the markets this week? - PMI, Treasury Auctions, Xi-Trump summitMichael Bury's warningSingle name news - Meta's Muse and its impact, NFLX, MCD etc 🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

  5. Sep 19

    108 Wealth Weekly Market Wrap – 19 Sep 2026

    108 Wealth Weekly Market Wrap – 19 Sep 2026 This week, we answer: Why should you invest amid rising rates? Rates decision - FED/BOE/BOJ and its impact.Single name news - NVDA, INTC, CRWD, PANW, CRYPTOWhat to expect next week? 🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

  6. Sep 12

    108 Wealth Weekly Market Wrap – 12 Sep 2026

    108 Wealth Weekly Market Wrap – 12 Sep 2026 This week, we answer: Investment opportunities right now as per a private bank's house viewCPI, PPI, Treasury, Oil and how that impacted markets?Yen's latest move and what it means?Single name news - Oracle, Adobe, Apple, Microsoft etcWhat to expect next week?🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

  7. Aug 15

    108 Wealth Weekly Market Wrap – 15 Aug 2026

    108 Wealth Weekly Market Wrap – 15 Aug 2026 This week, we answer: Where should an investor look globally to diversify Stock exposure? Where are opportunities currently?What happened this week - CPI, Treasury auction, Gold back in focus, NVDA's 500bn bet?🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

    108 Wealth Weekly Market Wrap – 15 Aug 2026

  8. Aug 8

    108 Wealth Weekly Market Wrap – 08 Aug 2026

    108 Wealth Weekly Market Wrap – 08 Aug 2026 This week, we answer: Where are investors moving to in AI's next phase? Where is the opportunity as per Franklin Templeton?How did US jobs latest report do? How did it impact markets?How has earnings done so far? What are the key earnings reported last week?🎙️ We cover all this and more in this week's podcast. Kind regards, Sweta Mehta, CFA 108 Wealth

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About

Welcome to our 108 Wealth weekly market update. Each week, we dissect the shifting dynamics of the global economy - from macroeconomic shifts and central bank policy to individual equity movers and fixed-income trends. Our goal is to provide private banking investors with the context behind their portfolio performance.

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