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 st ... Show More
Aug 21
Has equity rally peaked or is this just a minor correction?
Yesterday’s FOMC minutes spooked investors, accelerating the tech-led selloff. Officials remain worried about inflation, signaling they’d act before cutting rates, though the meeting occurred before the weak July jobs data hit. Powell’s speech tomorrow is expected to strike a bal ... Show More
10m 37s
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
Mar 2025
Mood improves as equities rebound but gold and dollar stay bid
Send us a textTariff chaos pushes gold above $3,000, dollar advances too. But some easing in risk-off mood after US government shutdown averted. US futures turn higher, Chinese stocks rally on consumption stimulus. Euro drifts lower amid US-EU tariff battle and German debt brake ... Show More
4m 11s