Week 28, 2025: Gulf and global markets
The first part of July’s reading brought together Gulf market activity, US technology companies and the week-ahead economic calendar.
The archive
The archive: ideas from earlier market cycles.
Earlier discussions, kept in context. These summaries revisit the questions behind old posts without presenting their forecasts as current guidance.
Week 29, 2025: Rates, equities and crypto
This edition connected interest-rate expectations, moves in US and Gulf equities, and growing attention to crypto.
Week 30, 2025: Gulf trends and global expectations
This edition looked across ADX, DFM, Saudi Arabia, the US and India, with trade headlines and oil among the themes.
Week 31, 2025: AI, regional markets and expectations
This edition combined regional market observations with the AI investment theme and expectations for the following month.
Week 33, 2025: Trade policy and market uncertainty
This edition focused on tariffs, regional differences and the risk of reading too much into a short run of market performance.
Week 34, 2025: AI, emerging markets and crypto
This edition brought together the technology spending story, regional stock-market activity and crypto market enthusiasm.
Week 36, 2025: AI stocks and Indian market volatility
This edition discussed weakness in parts of the AI trade and questions about Indian market volatility.
Week 37, 2025: A global market pulse
This edition compared the US, Gulf and Indian markets, with the economic calendar and sector rotation in focus.
Week 38, 2025: Geopolitics and the week ahead
This edition considered how geopolitical events, oil and interest-rate expectations could affect different markets.
Week 39, 2025: Different markets, different stories
This edition compared market leadership across regions and the role of economic expectations in the week-ahead discussion.
Altcoin season: the old cycle question
The July 2025 post asked why a broad altcoin rally had not matched expectations.
Bitcoin’s 2025 outlook: retired forecast
The original September 2025 Bitcoin forecast is no longer maintained.
The GENIUS Act: archived policy topic
The earlier post discussed US payment-stablecoin legislation and its possible market implications.
US fiscal policy: archived 2025 discussion
The earlier post considered how a US tax-and-spending package might affect debt and markets.
Family finances and business: archived topic
The earlier article covered family assets and the risks connected with owning a business as an expatriate.
Sustainable development: archived topic
The earlier page covered sustainable development and the UAE’s wider economic ambitions.
Geopolitics and markets: archived June 2025 note
The earlier post considered possible market responses to conflict and uncertainty.
Jane Street: archived market-integrity discussion
The earlier post discussed regulatory allegations and questions about market structure.