Weekly Markets Brief from 108 Wealth

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 investment opportunities? We cover all in the latest podcast here. Kind regards Sweta Mehta, CFA 108 Wealth

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 Kier Stammer? We cover all of this in the podcast here. Kind regards Sweta Mehta, CFA 108 Wealth

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 broaden this week? We cover all this in the latest podcast here. Kind regards Sweta Mehta, CFA 108 Wealth

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 in the latest podcast here. Kind regards Sweta Mehta, CFA 108 Wealth advisory@108wealth.com

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 sparked the big sell off in the last couple of days? 2. Central bank meetings coming up - what could you expect? 3. Not South Korea, Not Taiwan - where is...

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 data signaling at? We cover all this in the latest podcast here. Kind regards Sweta Mehta, CFA 108 Wealth advisory@108wealth.com

108 Wealth Podcast - May 2026, Week 4 Why are Bond yields so high? Is it a time to buy the sell off? Should you invest in the SpaceX IPO? Breaking down Space X IPO filing. What story did last last week's earnings tell you about the economy? Also, breaking down NVDA earnings. We cover all this in the latest podcast here. Kind regards Sweta Mehta, CFA 108 Wealth advisory@108wealth.com

While the main indices were little changed this week, what was happening beneath the surface? Why was the week so volatile? Is Iran US war and higher oil prices really hurting economies now? How are private bank CIOs seeing it and where are they finding opportunities? We cover all this in the latest podcast here. kind regards Sweta Mehta, CFA 108 Wealth

Hello there! In today's podcast, we answer: Markets are at record highs again — but is there a case for investor's to invest amid inflation and growth risks? Why are AI and semiconductor stocks exploding higher despite geopolitical tensions? And what does rising buybacks, earnings and shifting Fed expectations mean for portfolios? Covered all of this in this week’s 108 Wealth Weekly Market Wrap (1...

Hello there! I’m pleased to share the latest episode of Podcast Series, designed to be a one stop shop for Global markets investors . This week we answer: Markets hit new highs this week — but is the rally really broad-based? Why did Alphabet add $400Bn+ in value while Meta fell despite beating estimates? Are central banks turning cautious again despite strong data? I’ve covered all of this in a q...

108 Wealth Weekly Market Wrap - Your one stop update on global markets, key risks and what leading private banks are thinking right now. I would love to hear any comments from you on advisory@108wealth.com.

108 Wealth Weekly Market Wrap — your one-stop update on global markets, key risks, and what leading private banks are thinking right now.

Navigating the global markets with expert analysis tailored for the 108 Wealth community