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.
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 Wealth
10 Oct 2026
108 Wealth Weekly Market Wrap – 10 Oct 2026
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 expect next week?
🎙️ We cover all this and more in this week's podcast.
Kind regards,
Sweta Mehta, CFA
108 Wealth
3 Oct 2026
108 Wealth Weekly Market Wrap – 03 Oct 2026
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
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