Market Viewpoints
A Bronze medal for the S&P 500
August 2024
"Chairman Jerome Powell’s recent remarks, recent market movements and what these developments might mean for the future"
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US Economy still resilient; job market cooling down
June 2024
"Increased earnings from interest and dividends are sustaining America’s economic growth; however, a slowdown is building"
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April Showers…bring May flowers?
April 2024
Interest Rate Hikes, Federal Reserve, Central Banking "Robust US Economy Delays Rate Cuts, Potential Labor Oversupply May Reignite Discussions" Summary...
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No Interest Rate Cuts? Equities Rally Regardless
March 2024
US stock market indexes up Amidst geopolitical uncertainties, the unwavering demand for US equities stands out as a beacon of...
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Nvidia: The “Taylor Swift” of the stock market
February 2024
“AI isn't just about technological advancement; it's a revolution in productivity and economic prosperity. Nvidia is at the heart of...
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Returning to target inflation, and “Good news” is once again good news!
January 2024
Halloween season Inflation concept as Autumn pumpkin symbol with an upward leaning financial chart arrow representing rising Fall seasonal prices...
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An early Santa Claus rally; disinflation in 2024 (and beyond)
December 2023
The S&P 500 advanced +8.92% during November, putting in its best monthly showing in 18 months. The rally also extended...
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“Spooky” equity markets?
October 2023
Halloween season Inflation concept as Autumn pumpkin symbol with an upward leaning financial chart arrow representing rising Fall seasonal prices...
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The fabled “soft landing” is still on
September 2023
With the Federal Reserve signalling no further rate hikes, additional risk taking will return and equity markets will respond favourably...
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China: “ailing” or “evolving”?
August 2023
“China’s economy is not as dire as media headlines might suggest. Chinese equities are setting up to be a good...
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Barbie Shines Bright; Bears Surrender and Disinflation Nudges the Economy
July 2023
“With the US job creation still strong, inflation down from highs of +9.1% to +3%, and the stock market in...
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S&P 500 Index in a “Bull Market”; US Federal Reserve set to pause
June 2023
The S&P 500 index is now in a bull run and investors have also turned bullish. Can equtiy markets go...
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“Fool in the Shower“ moment
April 2023
US Economic data continues to disappoint. Fed officials are increasingly looking out of touch, as they raise rates focusing largely...
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US Fed stays hawkish…markets don’t care
March 2023
Market expects rate cuts. The US Federal Reserve has ruled out rate cuts this year. However, failure of more smaller...
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“Inflationists” won the inflation debate in 2021, but…
February 2023
Inflation in United States Inflation peaked last June. The Fed risks killing “aggregate demand” if it doesn’t change course on...
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Skate to where the puck is going to be…not where it has been
January 2023
“The US headline inflation at +6.5% doesn’t convey the full picture of where inflation is headed. Inflation is crashing. The...
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“Baby It’s Cold Inside”
December 2022
The Fed Funds rate is expected to get to +5%. The US economy will likely enter a recession by mid-2023...
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Mid-term elections and a “Fed Pivot” on the horizon
October 2022
Republicans could control both the House and Senate following upcoming Midterm elections in the US. What impact would this have...
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Peace by Christmas?
September 2022
Happy New Year and Merry Christmas background with earth and peace word “Russia’s attack on Ukraine has faltered. The looming...
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“German irrationality” is Europe’s Achilles’ heel
August 2022
“Germany’s policy to prioritise “trade” over everything else, has come back to bite hard, as Europe faces its winter of...
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