An early Santa Claus rally; disinflation in 2024 (and beyond)
The S&P 500 advanced +8.92% during November, putting in its best monthly showing in 18 months. The rally also extended […]
The S&P 500 advanced +8.92% during November, putting in its best monthly showing in 18 months. The rally also extended […]
There’s nothing spooky about the recent equity market sell-off, we are peak rates, inflation is coming down fast. Summary US
With the Federal Reserve signalling no further rate hikes, additional risk taking will return and equity markets will respond favourably
“China’s economy is not as dire as media headlines might suggest. Chinese equities are setting up to be a good
“With the US job creation still strong, inflation down from highs of +9.1% to +3%, and the stock market in