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Weekly Markets Brief from 108 Wealth: Daily Summaries Delivered
by 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.
Latest Episodes
The most recent episodes — sign up to get AI-powered summaries of each one.
- 4 days ago10 min
108 Wealth Weekly Market Wrap – 7 Nov 2026
108 Wealth Weekly Market Wrap – 7 Nov 2026This week, we answer:What happened in the markets? Especially Thursday.Is last week's sell off a material change in fundamentals? or is this a buying opportunity? What should you do with your portfolio?Nonfarm payrolls.Earnings from AAPL, PLTR, AMD, QCOM.What to watch next week? 🎙️ We cover all this and more in this week's podcast.Kind regards,Sweta Mehta, CFA108 Wealth
- 1 weeks ago13 min
108 Wealth Weekly Market Wrap – 31 Oct 2026
108 Wealth Weekly Market Wrap – 31 Oct 2026This week, we answer:What happened in the markets?Fed decision is here.Learnings from Anthropic S1 filing.What a rollercoaster week for Semis!Lots of earnings - GOOGL, MSFT, AMZN, INTC, NOW, SKHY, CMG, LLY, CAT, BA.What to watch next week? 🎙️ We cover all this and more in this week's podcast.Kind regards,Sweta Mehta, CFA108 Wealth
- 2 weeks ago14 min
108 Wealth Weekly Market Wrap – 24 Oct 2026
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
- 3 weeks ago15 min
108 Wealth Weekly Market Wrap – 17 Oct 2026
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
- Oct 10, 202612 min
108 Wealth Weekly Market Wrap – 10 Oct 2026
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
- Oct 3, 202613 min
108 Wealth Weekly Market Wrap – 03 Oct 2026
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
- Sep 26, 202613 min
108 Wealth Weekly Market Wrap – 26 Sep 2026
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
- Sep 19, 202613 min
108 Wealth Weekly Market Wrap – 19 Sep 2026
108 Wealth Weekly Market Wrap – 19 Sep 2026This 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, CFA108 Wealth
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About Weekly Markets Brief from 108 Wealth
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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