Weekly Markets Brief from 108 Wealth

108 Wealth Weekly Market Wrap – 17 Oct 2026

This week, we answer:

1. What a week for AI names - SOXX fell 11%? What happened and why?
2. PPI, CPI, WTI
3. VIX rising - Why?
4. Earnings - Semis, Banks and a couple of healthcare names.
5. Chipotle, Netflix moves
6. What to expect next week?
7. 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 Wealth

108 Wealth Weekly Market Wrap – 10 Oct 2026

This week, we answer:

1. OpenAI's ARR reduced? What was the impact?
2. Is yield vol now spreading to credit spread? A research from JPM on this.
3. What did Fed Minutes tell?
4. What is so unusual in Q3 Insider buying and selling?
5. Euro fell? Why?
6. Preliminary results from TSM, Samsung, PEP's reported results.
7. Important news from GOOGL, SPCX, INTC, AAPL, MRVL, AMD, PLTR and many others.
8. 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 – 03 Oct 2026

This week, we answer:

1. What happened in markets last week? What is PCE, nonfarm payrolls, Fed officials telling us?
2. Will fed raise rates in Oct? what is market implying
3. Results from Micron, Nike, Accenture
4. Anthropic IPO
5. 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:

1. Fixed Income market views from JPM - Where will 10Y Treasury likely go?
2. What to watch next week?
3. What happened in the markets this week? - PMI, Treasury Auctions, Xi-Trump summit
4. Michael Bury's warning
5. 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:

1. Why should you invest amid rising rates?
2. Rates decision - FED/BOE/BOJ and its impact.
3. Single name news - NVDA, INTC, CRWD, PANW, CRYPTO
4. 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:

1. Investment opportunities right now as per a private bank's house view
2. CPI, PPI, Treasury, Oil and how that impacted markets?
3. Yen's latest move and what it means?
4. Single name news - Oracle, Adobe, Apple, Microsoft etc
5. 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:

1. Where should an investor look globally to diversify Stock exposure? Where are opportunities currently?
2. 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:

1. Where are investors moving to in AI's next phase? Where is the opportunity as per Franklin Templeton?
2. How did US jobs latest report do? How did it impact markets?
3. 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 – 08 Aug 2026

This week, we answer:

1. Where are investors moving to in AI's next phase? Where is the opportunity as per Franklin Templeton?
2. How did US jobs latest report do? How did it impact markets?
3. 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:

1. What do we infer from earnings reported so far? EPS growth on track to hit 38% - Where is the growth coming from?
2. Is the correction an opportunity to invest in AI trade? What is driving returns - Fundamentals or just narrative?
3. 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

108 Wealth