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Weekly Markets Brief from 108 Wealth

Sweta Mehta

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.

PublishesWeeklyEpisodes15Foundeda month ago
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BusinessInvesting

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Latest Episodes

108 Wealth Weekly Market Wrap – Jul 2026 | Week 3

This week, we answer:

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* Is the AI trade actually breaking, or is this simply a profit-taking exercise in the most crowded part of the market?

* What do cooler inflation data, resilient consum... more

108 Wealth Weekly Market Wrap – Jul 2026 | Week 2

This week, we answer:

*

Why did markets continue to rise despite rising geopolitical tensions and higher bond yields?

*

Has the AI investment story entered a new phase? What does SK Hynix's r... more

* What was the catalyst behind the chip sell off?

* What are the implications of non farm payroll?

* What's the latest news this week from META, MSFT, AMZN?

* What does UBS think about higher rates priced in the market? Does this open up invest... more

108 Wealth weekly Market Wrap - June 2026, Week 4

1. What led to a turmoil in chip stocks this week?

2. Can equities move higher despite tech sell-off? What a leading private bank has to say?

3. What was the market reaction to the resignation of K... more

108 Wealth Podcast - June 2026, Week 3

1. How will all the changes in the first FOMC chaired by Kevin Warsh impact your portfolio?

2. Some top trends and high conviction themes to invest, identified by top private bank.

3. Did the participation br... more

* Deep dive into Space X IPO covering why IPOed, how it performed and its valuation.

* What is the latest US inflation no telling you on Fed's next move?

* Is AI investment thesis still valid?

* How did Oracle's results fare?

We cover all this... more

I have changed format a bit. We will do a deep dive on one big story of the week - This week we cover the story of '85 Billion'. Do you hold Google's shares? Understand what does Google's new equity raise mean for existing shareholders?

1. What spar... more

108 Wealth Podcast - May 2026, Week 4

* Despite some 20% of oil supply being disrupted, how has the world thus far avoided an economic crisis?

* What did the earnings like Dell, Snowflake, costco telling you this week?

* What are mixed economic... more

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