S&P 500 Index in a “Bull Market”; US Federal Reserve set to pause
The S&P 500 index is now in a bull run and investors have also turned bullish. Can equtiy markets go […]
Market Viewpoints
“Fool in the Shower“ moment
US Economic data continues to disappoint. Fed officials are increasingly looking out of touch, as they raise rates focusing largely
US Fed stays hawkish…markets don’t care
Market expects rate cuts. The US Federal Reserve has ruled out rate cuts this year. However, failure of more smaller
“Inflationists” won the inflation debate in 2021, but…
Inflation peaked last June. The Fed risks killing “aggregate demand” if it doesn’t change course on rates. Summary The “Inflationists”
Skate to where the puck is going to be…not where it has been
“The US headline inflation at +6.5% doesn’t convey the full picture of where inflation is headed. Inflation is crashing. The