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The Scientia Investement Newsletter

Scientiainvestement

Scientia Investment Newsletter is your weekly guide where AI-powered insights meet global markets. Curated by Ahmad Mortazavi, each issue blends updated information, and advanced analytics from numerous reliable sources to decode financial markets, analyses macroeconomic trends, and uncover actionable investment opportunities. Every edition delivers clear, data-driven insights to help investors navigate risks, identify growth potential, and make confident decisions. Whether you’re a retail investor or a finance professional, the Scientia Investment Newsletter keeps you ahead of market shifts in an ever-changing financial landscape.

2026 Begins with Divergence: What Markets Are Really Pricing In

Markets opened the first week of 2026 with a constructive but cautious tone. The disinflation narrative remains intact, central banks are firmly in easing mode, and financial conditions have loosened modestly. However, early trading signals suggest that investors are becoming more selective rather than broadly risk-on.

Ahmad Mortazavi

Jan 34 min read

Forex Markets (US Dollar & Brazil Real )

Dollar Strength Isn’t Over: A Selective FX Opportunity Emerges

Global markets closed the week navigating a familiar late-cycle tension: easing monetary policy in developed markets alongside growing divergence across emerging economies. In the U.S., softer inflation data and a cooling labour market reinforced expectations that the Federal Reserve has entered a sustained easing phase. Treasury yields declined, financial conditions loosened modestly, and risk assets stabilised after mid-week volatility.

Ahmad Mortazavi

Dec 20, 20254 min read

Markets After the Cut: Rotation, Reality and Selective Opportunity

Global markets closed the week navigating a delicate transition from rate-cut optimism to more selective positioning. The U.S. Federal Reserve delivered its expected rate cut, but the accompanying message was cautious rather than celebratory. While headline rates are now moving lower, policymakers signalled that further easing will be gradual and conditional, reinforcing a “cuts, but not a pivot” regime.

Ahmad Mortazavi

Dec 13, 20254 min read

A New Macro Regime: Yen Strength, Dollar Weakness and the Turning Tide

Global markets entered December with renewed momentum as investors leaned into expectations of imminent monetary easing across the developed world. U.S. equities extended their gains, supported by softer inflation data, resilient consumption and increasing confidence that the Federal Reserve will cut rates at the mid-December meeting. The dollar continued to weaken, touching a five-week low as traders priced in a near 90 percent probability of a 25 bps cut.

Ahmad Mortazavi

Dec 6, 20255 min read

Renewed Calm: Markets Find Their Footing as Rate-Cut Hopes Rise

Global markets ended November on a steadier footing as confidence improved around the outlook for interest rates, the strength of U.S. holiday spending and a broad weakening of the U.S. dollar. Despite lingering concerns about AI-driven volatility and uneven performance across Asia, investor sentiment turned noticeably more constructive during Thanksgiving week. U.S. equities posted a strong rebound, supported by expectations of a mid-December rate cut and solid retail activi

Ahmad Mortazavi

Nov 29, 20255 min read

When the Bubble Blinks: Navigating a Fragile Week in Global Markets

Global markets entered a fragile phase this week as concerns about an emerging AI bubble sparked a broad retreat from risk assets. What started as concentrated selling in semiconductor and mega-cap technology shares quickly broadened into a synchronised global correction, marking the sharpest multi-region pullback in several months.

Ahmad Mortazavi

Nov 22, 20255 min read

Fundamental analysis and companies valuation

From Fear to Fundamentals: How Global Markets Are Finding Their Footing

Global markets extended their cautious optimism this week as the U.S. government shutdown finally ended after more than six weeks, restoring investor confidence in fiscal stability. The agreement helped ease volatility across bonds and equities, while key inflation data continued to suggest a soft landing is within reach.

Ahmad Mortazavi

Nov 15, 20254 min read

Where Income Meets Growth in the New Financial Market Cycle

Pause and Pivot: Where Income Meets Growth in the New Market Cycle

Markets entered November with a more cautious tone following October’s powerful rally. Investors digested a mix of slower growth data and dovish signals from central banks, confirming that global policy tightening is effectively over. Read the latest on Scientia Investment.

Ahmad Mortazavi

Nov 8, 20254 min read

Soft Landing and Stock Markets' Momentum | Scientia Capital Management

Soft Landing, Smart Machines: How Policy Shifts Are Powering Stock Markets' Momentum

Global markets ended October on a firm footing as central banks shifted from tightening to stabilisation mode. The Federal Reserve cut interest rates by 25 basis points to a 3.75 %–4.00 % range; its second reduction of 2025, acknowledging that inflation is cooling and the economy remains resilient. Read the latest on Scientia Investment.

Ahmad Mortazavi

Nov 1, 20254 min read

Silver’s Shine in a Cooling World | Scientia Capital Management

🌍 Big Picture: Navigating the Current Market Landscape

As markets stabilise and rates fall, silver emerges as a powerful dual play on safe-haven demand and industrial growth. Read the latest Scientia Investment.

Ahmad Mortazavi

Oct 24, 20254 min read

Gold Glitters, Dollar Wobbles, Markets Regain Calm

🌍Big Picture Global markets regained stability after a volatile start to October. Gold surged past $4 300 per ounce, its highest level in history—before easing slightly as investors digested softer U.S. inflation data and calmer geopolitics. Oil prices slid to five-month lows, with Brent $61–63 and WTI $58–59, as cease-fire progress in the Middle East and rising supply expectations eased concerns about shortages. Bond yields retreated further: the U.S. 10-year Treasury 4.0–4

Ahmad Mortazavi

Oct 18, 20254 min read

How Jerome Powell's Recent Rate Cut Statement Impacted US Stocks, Currencies and Commodities

The financial landscape is constantly changing, often swayed by economic signals, global events, and the actions of central banks. Recently, Jerome Powell, the Chair of the Federal Reserve, hinted at possible rate cuts, sending ripples through the US stock market, major currencies, and commodities. This article examines the effects of his statement and how it has influenced market behavior. Stock market display board reflecting recent changes Understanding Jerome Powell's Sta

Ahmad Mortazavi

Oct 15, 20253 min read

Understanding Scientia Capital Management's Approach

In the fast-evolving world of investment, where algorithms and data reign supreme, understanding how to harness these tools effectively is crucial. When I first explored the realm of AI-powered wealth management, I was struck by how some firms blend technology with traditional investment wisdom. One such example is scientia capital management , a platform that aims to democratise advanced investment strategies for everyday investors. But what exactly sets their approach apart

Ahmad Mortazavi

Oct 14, 20253 min read