Weekly Markets Brief from 108 Wealth

108 Wealth Weekly Market Wrap – 24 Oct 2026This week, we answer:What happened this week to indices?How has positioning changed in the market from hedge funds?Notable earnings - NFLX, SPCX, TSLA, META, Defense companies and many more.What's new from Anthropic and Open AI?What to watch next week? 🎙️ We cover all this and more in this week's podcast.Kind regards,Sweta Mehta, CFA108 Wealth

108 Wealth Weekly Market Wrap – 17 Oct 2026This 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, CFA108 Wealth

108 Wealth Weekly Market Wrap – 10 Oct 2026This 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, CFA108 Wealth

108 Wealth Weekly Market Wrap – 03 Oct 2026This 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, CFA108 Wealth

108 Wealth Weekly Market Wrap – 26 Sep 2026This 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, CFA108 Wealth