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.
Episodes
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, WTI
- VIX rising - Why?
- Earnings - Semis, Banks and a couple of healthcare names.
- Chipotle, Netflix moves
- What 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 Wealt...
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 expec...
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 implying
- Results from Micron, Nike, Accenture
- Anthropic IPO
- What 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
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 summit
- Michael Bury's warning
- Single 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
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, CRYPTO
- What to expect next week?
🎙️ We cover all this and more in this week's podcast.
Kind regards,
Sweta Mehta, CFA
108 Wealth
108 Wealth Weekly Market Wrap – 12 Sep 2026
This week, we answer:
- Investment opportunities right now as per a private bank's house view
- CPI, PPI, Treasury, Oil and how that impacted markets?
- Yen's latest move and what it means?
- Single name news - Oracle, Adobe, Apple, Microsoft etc
- What to expect next week?
🎙️ 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
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 – 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
108 Wealth Weekly Market Wrap – 01 Aug 2026
This week, we answer:
- What do we infer from earnings reported so far? EPS growth on track to hit 38% - Where is the growth coming from?
- Is the correction an opportunity to invest in AI trade? What is driving returns - Fundamentals or just narrative?
- How did MSFT/AMZN/META/AAPL fare after results?
🎙️ We cover all this and more in this week's podcast
Kind regards,
Sweta Mehta, CFA
1...
108 Wealth Weekly Market Wrap – Jul 2026 | Week 4
This week, we answer:
- Should you buy an equity IPO? Research based analysis.
- How did Alphabet and Tesla do in Q2? How did that impact the market?
- What is expected action of Fed in the next week?
🎙️ We cover all this and more in this week's podcast
Kind regards,
Sweta Mehta, CFA
108 Wealth
108 Wealth Weekly Market Wrap – Jul 2026 | Week 3
This week, we answer:
- 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 consumer spending and rising geopolitical tensions mean for the Fed's next move?
- What is UBS's view on the semiconductor sector—and where within the AI ecosystem do they see the most ...
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 record-breaking US listing tell us about the future of AI infrastructure?
What were the biggest developments this week from NVIDIA, AMD, Samsung, Meta, Apple and other market-moving companies?
W...
- 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 non US money flowing in Asia?
4. Do you...
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
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