The week started on an ugly note except for those who have a long exposure to energy related assets. The crumbling dovish Federal Reserve (Fed) expectations at the wake of a blowout jobs report from the US, the lack of further stimulus measures from China and the mounting geopolitical tensions in the Middle East give investors a hard time at the start of thi ... Show More
Nov 21
From euphoria to drama: what happened yesterday?
In just a few hours, the market swung from euphoria to outright drama. Nvidia’s stellar results gave sentiment a quick boost, but it didn’t last long — by the US open, the mood soured as questions about Nvidia’s books, AI fatigue and lingering credit concerns hit the tape. Oracle ... Show More
10 m
Oct 2024
10-10-24 Rising Volatility, China Stimulus, & Storms' Economic Surge - What They Mean For Portfolios
All was not hunky-dory in the recent Fed meeting, as the FOMC Meeting minutes reveal a split-decision on lowering rates by 50-bps vs 25-bps. Meanwhile, in the markets, the S&P is having its Best Year Ever since the "turn of the century." The current, rising wedge is both a bullis ... Show More
46m 29s
Sep 1
Precious metals shine as markets open September
August saw strong gains in global equities, particularly in the Dow Jones, as well as indices in both China, and Japan. Gold has hit a four-month high nearing USD 3,500 per ounce this morning, driven by concerns over the Federal Reserve’s independence and uncertainty around US ta ... Show More
10m 25s
Aug 25
The Week in Markets: Two milestones in the US stock market, and one in China’s
Recent comments from Federal Reserve Chairman Powell suggest potential interest rate cuts, beginning in September. Meanwhile, the S&P 500 index has returned 30% since its April low, and the Dow Jones Industrials Average made a new high for the first time this year. The Shanghai C ... Show More
12m 27s