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# Crossbridge Capital

Investment solutions for the global investor

## Sitemaps

- [XML Sitemap](https://crossbridgecapital.com/sitemap.xml): Contains all public & indexable URLs for this website.

## Posts

- [From Tariff panic to Tech Euphoria](https://crossbridgecapital.com/from-tariff-panic-to-tech-euphoria/) - "Scepticism often spikes at the top — but it also tends to keep investors from participating in ongoing structural shifts."
- [Decoupling Delayed: US & China reassess economic separation](https://crossbridgecapital.com/decoupling-delayed-us-china-reassess-economic-separation/) - Stocks have rebounded since Trump’s tariff backpaddling and concessions. But there are still signs of strain in the bond market.
- [‘We have to be bullish in the market,’ says Crossbridge Capital’s Manish Singh](https://crossbridgecapital.com/we-have-to-be-bullish-in-the-market-says-crossbridge-capitals-manish-singh/) - Manish Singh, Chief Investment Officer at Crossbridge Capital Group, discusses why a market rally is justified, and why keeping long positions in tech stocks could be a winning strategy. Watch the Interview on CNBC
- [US Labor Market Fragility Puts Fed on Track for Cuts](https://crossbridgecapital.com/us-labor-market-fragility-puts-fed-on-track-for-cuts/) - "Inflation is easing, equities remain resilient despite short-term volatility, and rate cuts are now firmly on the table."
- [Crossbridge Capital CIO Manish Singh Recognised in Citywealth Leaders List 2025](https://crossbridgecapital.com/crossbridge-capital-cio-manish-singh-recognised-in-citywealth-leaders-list-2025/) - London, July 2025 – Crossbridge Capital is pleased to announce that Manish Singh, Chief Investment Officer, has been included in the Citywealth Leaders List 2025
- [Trump Wants Rate Cuts — And He Wants Them Now](https://crossbridgecapital.com/trump-wants-rate-cuts-and-he-wants-them-now-2/) - We’re seeing a subtle shift in tone from key Fed officials, yet Fed Chair Jerome Powell may be gone soon.
- [Global Shifts, Market Rifts: May’s Big Moves in Europe, Trade, China & the U.S.](https://crossbridgecapital.com/global-shifts-market-rifts-mays-big-moves-in-europe-trade-china-the-u-s/) - Manish Singh, CFA, Chief Investment Officer at Crossbridge Capital, shares his insights.
- [Back to Tariffs Again, but Credit Markets Remain Calm](https://crossbridgecapital.com/back-to-tariffs-again-but-credit-markets-remain-calm/) - Tariffs are once again thrust into the spotlight.. However, there is a silver lining: Bond market volatility is not showing signs of stress
- [How Will Markets React To FOMC Meet? | Here's What You Need To Know](https://crossbridgecapital.com/how-will-markets-react-to-fomc-meet-heres-what-you-need-to-know/) - Markets are focused on the FOMC meeting, with European markets trading flat amid trade war concerns. Manish Singh, CFA, CIO at Crossbridge Capital, highlights India's appeal, stating it remains attractive, while emphasizing that a rate cut is widely unexpected. Watch the Interview on NDTV Profit (YouTube)
- [Market Volatility Persists Amid Uncertainty Over Trump's Policies](https://crossbridgecapital.com/feds-powell-is-being-coy-about-what-trump-2-0-will-bring-says-strategist-2/) - Manish Singh, CFA, Chief Investment Officer at Crossbridge Capital, shares his insights and discusses the market reaction to U.S. President Donald Trump’s policies on CNBC. Watch the Interview on CNBC
- [Is MAGA Becoming Too Much? Time to Shift the Focus to MEGA?](https://crossbridgecapital.com/is-maga-becoming-too-much-time-to-shift-the-focus-to-mega/) - “Europe is at a crossroads and must embrace reform to revitalize its economic prospects and Making Europe Great Again (MEGA)”
- [MAGA returns to Washington](https://crossbridgecapital.com/maga-returns-to-washington/) - As MAGA returns to Washington, should President Trump advocate for more tariff or smaller Government?
- [UK Honours Announcement: Group CEO, Tarek Khlat](https://crossbridgecapital.com/uk-honours-announcement-group-ceo-tarek-khlat/) - We are delighted to share that Her Majesty the Queen has this week appointed our Co-Founder and Group CEO, Tarek Khlat, as Honorary Member of the Most Excellent Order of the British Empire (MBE) These Honorary British awards are conferred to foreign nationals who have made an outstanding contribution to the United Kingdom. For Tarek
- [The pound is a ‘screaming buy’ if it falls to $1.30, strategist says](https://crossbridgecapital.com/the-pound-is-a-screaming-buy-if-it-falls-to-1-30-strategist-says/) - Crossbridge Capital CIO Manish Singh expects the pound this year to hold at its current level against the dollar (around $1.3626 at the time of writing) or head to $1.40. Watch the Interview on CNBC
- [Crossbridge Capital: No way the U.S. can sustain an interest rate beyond 2.5% in the long term](https://crossbridgecapital.com/crossbridge-capital-no-way-the-u-s-can-sustain-an-interest-rate-beyond-2-5-in-the-long-term/) - Manish Singh, chief investment officer at Crossbridge Capital, discusses the U.S. tech market, the S&P 500 and how the U.S. Federal Reserve is handling inflation. Watch the Interview on CNBC
- [Still Believe In The India Story: Crossbridge Capital](https://crossbridgecapital.com/still-believe-in-the-india-story-crossbridge-capital/) - Under Pressure | Market sell-off is a good time to invest, says Crossbridge Capital’s Manish Singh. Adds that he still believes in the India story. Watch the Interview on CNBC TV18
- [Chinese consumer stocks are undervalued](https://crossbridgecapital.com/chinese-consumer-stocks-are-undervalued/) - Pinduoduo’s rally shows Chinese consumer stocks are undervalued due to “China effect” fears, Crossbridge Capital Group Chief Investment Officer, Manish Singh, tells CNBC’s Squawk Box Watch the Interview on CNBC
- [No reason to think bearish pattern will persist, says Crossbridge Capital CIO](https://crossbridgecapital.com/celebrating-our-ceo-tarek-khlats-appointment-as-chair-of-centrepoint-embarking-on-the-mission-to-end-youth-homelessness-2/) - Manish Singh, Chief Investment Officer at Crossbridge Capital, discusses the state of the technology market and his forecast for rate cuts by the Federal Reserve. Watch the Interview on CNBC
- [Fed’s Powell is being coy about what Trump 2.0 will bring, says strategist](https://crossbridgecapital.com/feds-powell-is-being-coy-about-what-trump-2-0-will-bring-says-strategist/) - Manish Singh, Chief Investment Officer at Crossbridge Capital Group, discusses U.S. markets and Tesla sales. Watch the Interview on CNBC
- [Hedge Funds Get Their First Prime Minister in UK’s Rishi Sunak](https://crossbridgecapital.com/hedge-funds-get-their-first-prime-minister-in-uks-rishi-sunak/) - “Rishi understands the working of financial markets and levers that generate wealth for an economy,” said Crossbridge Capital Chief Investment Officer Manish Singh, who has met Sunak. Read the full article from Bloomberg
- [Crossbridge Capital Co-Founder and Group CEO Tarek Khlat presented with his MBE](https://crossbridgecapital.com/crossbridge-capital-co-founder-and-group-ceo-tarek-khlat-presented-with-his-mbe/) - Crossbridge Capital is proud to acknowledge that its Co-Founder and Group CEO Tarek Khlat was presented with his Honorary MBE at an investiture ceremony on Friday, by the Lord-Lieutenant of Greater London, on behalf of His Majesty the King. Tarek had been awarded this prestigious honour by Her Late Majesty Queen Elizabeth II in 2021.
- [S&P500 may hit new high by end of year: Crossbridge Capital LLP](https://crossbridgecapital.com/sp500-may-hit-new-high-by-end-of-year-crossbridge-capital-llp/) - One also has to understand that the market bottoms out much sooner than the economy and that has always been the case. If one is going to look at pure GDP numbers then one will doubt this rally, says CIO Manish Singh. Read full story from The Economic Times
- [Holiday Cheer Gives Way to Tariff Season](https://crossbridgecapital.com/holiday-cheer-gives-way-to-tariff-season/) - Rigid tariff policies may not yield the desired economic invigoration or solidify the legacy Trump wants.
- [Why the US Fed must cut rates in a “Healthy” Economy](https://crossbridgecapital.com/why-the-us-fed-must-cut-rates-in-a-healthy-economy/) - "Employment risks now overshadow inflation challenges, a 50-basis point rate cut this Wednesday could be a prudent adjustment."
- [The Final Week: Trump Takes the Lead as Republicans Poised for Senate Victory](https://crossbridgecapital.com/the-final-week-trump-takes-the-lead-as-republicans-poised-for-senate-victory/) - "Whatever the outcome on November 5, the US remains the world’s most innovative economy, with a system capable of resetting and correcting its mistakes and excesses"
- [Market sell-off won't last for one key reason, CIO says: There's no tech bubble to burst](https://crossbridgecapital.com/key-focus-for-fed-is-going-to-be-to-avoid-a-recession-manish-singh-2-2/) - "I do not see any reason to be concerned that you're going to enter a bearish pattern where the market is overbought and therefore people are going to sell. I just don't see that pattern," Manish Singh, Chief Investment Officer at Crossbridge Capital, told CNBC. Read full article from NBC Los Angeles
- [Tech bubble? Analyst says 'sell-off' won't last because there's no bubble to burst](https://crossbridgecapital.com/key-focus-for-fed-is-going-to-be-to-avoid-a-recession-manish-singh-2-2-2-2-2/) - “I don’t see a tech bubble. Yes, some stocks have done well and made good returns,” noted the Chief Investment Officer at Crossbridge Capital. However, looking at the Nasdaq, Singh says the index has been flat over the past three years. Read full article from Brytfmonline
- [U.S. stocks struggle Monday, Dow Jones drops 141 points](https://crossbridgecapital.com/key-focus-for-fed-is-going-to-be-to-avoid-a-recession-manish-singh-2-2-2-2/) - "I just don't see a tech bubble. Yes, a few stocks have done well, and they have done well on earnings that they have delivered," Manish Singh, Chief Investment Officer at Crossbridge Capital, told CNBC's "Squawk Box Europe" on Monday. Read full article from Big News Network.com
- ['I Just Don't See A Tech Bubble:' CIO Assures Market Selloff Won't Last, Urges Investors To 'Embrace Volatility'](https://crossbridgecapital.com/key-focus-for-fed-is-going-to-be-to-avoid-a-recession-manish-singh-2-2-2/) - In the wake of a recent market sell-off, Manish Singh, Chief Investment Officer at Crossbridge Capital, has dismissed concerns of a looming tech bubble burst. This comes as global markets tentatively bounce back from a significant downturn in early August. Read full article from TradingView
- [Market sell-off won’t last for one key reason, CIO says: There’s no tech bubble to burst](https://crossbridgecapital.com/key-focus-for-fed-is-going-to-be-to-avoid-a-recession-manish-singh-2/) - “I do not see any reason to be concerned that you’re going to enter a bearish pattern where the market is overbought and therefore people are going to sell. I just don’t see that pattern,” Manish Singh, chief investment officer at Crossbridge Capital, told CNBC. Read full article from CNBC
- [A Bronze medal for the S&P 500](https://crossbridgecapital.com/a-bronze-medal-for-the-sp-500/) - "Chairman Jerome Powell’s recent remarks, recent market movements and what these developments might mean for the future"
- [US Economy still resilient; job market cooling down](https://crossbridgecapital.com/us-economy-still-resilient-job-market-cooling-down/) - "Increased earnings from interest and dividends are sustaining America’s economic growth; however, a slowdown is building"
- [From the delicate US-China trade deal to the year that will be](https://crossbridgecapital.com/from-the-delicate-us-china-trade-deal-to-the-year-that-will-be/) - “Nurture your mind with great thoughts, for you will never go any higher than you think.” - Benjamin Disraeli, UK Prime Minister (1874-80) Summary The US-China Phase I trade deal requires China to increase its purchases of American goods and services by +100% over the next two years. That is a huge ask. Will China
- [Sanders, the Pied Piper from Vermont](https://crossbridgecapital.com/sanders-the-pied-piper-from-vermont/) - “More money has been lost trying to anticipate and protect from corrections than actually in them.” - Peter Lynch Summary The US is in deep angst. It’s youth is in rebellion and they are marching to the tune of the “Pied Piper” from Vermont – Senator Bernie Sanders who is promising them a lot of
- [The global economy is in the ICU; fiscal help is on its way](https://crossbridgecapital.com/the-global-economy-is-in-the-icu-fiscal-help-is-on-its-way/) - “’Market timing’ is unappealing to long-term investors. As in hunting deer or fishing for rainbow trout, investors have learned the importance of ‘being there’ and using patient persistence – so they are there when opportunity knocks.” - Charles Ellis, Passive Investor & Author Summary With the outbreak of the Covid-19 virus raising the sceptre of
- [The epidemiologists and their COVID-19 forecasting models: Trust but verify](https://crossbridgecapital.com/the-epidemiologists-and-their-covid-19-forecasting-models-trust-but-verify/) - “If you are filled with pride, then you will have no room for wisdom” - African proverb Summary The difference in approach taken by Sweden and the UK to deal with the COVID-19 outbreak has again led to a debate about basing significant policy action on computer models alone. Whether you are drawn to the
- [Is the Franco-German €500 billion Recovery initiative Europe’s “Hamiltonian moment”? Probably not](https://crossbridgecapital.com/is-the-franco-german-500-billion-recovery-initiative-europes-hamiltonian-moment-probably-not/) - “A dangerous ambition more often lurks behind the specious mask of zeal for the rights of the people, than under the forbidding appearance of zeal for the firmness and efficiency of Government.” - Alexander Hamilton, First US Secretary of the Treasury Summary By now, it must be abundantly clear to even the most ardent of
- [US presidential transitions are generally a smooth affair, will the next one be as smooth?](https://crossbridgecapital.com/us-presidential-transitions-are-generally-a-smooth-affair-will-the-next-one-be-as-smooth/) - “America will never be destroyed from the outside. If we falter and lose our freedoms, it will be because we destroyed ourselves.” - Abraham Lincoln, 16th US President Summary Presidential transitions in the US have existed in one form or another since 1797, when George Washington handed over the Presidency to John Adams. As per
- [The Stock Market is not the Economy](https://crossbridgecapital.com/the-stock-market-is-not-the-economy/) - “Buy when everyone else is selling and hold when everyone else is buying. This is not merely a catchy slogan. It is the very essence of successful investments.” -Jean Paul Getty Summary Despite a record contraction in US GDP during the second quarter of 2020, the S&P 500 Index hit a new all-time high. So
- [Covid-19 “second wave”?](https://crossbridgecapital.com/covid-19-second-wave/) - “It is too difficult to think nobly when one thinks only of earning a living.” -Jean-Jacques Rousseau Summary The number of Covid-19 cases is on the rise globally, but thankfully the rate of death is far lower than the levels we saw in March-April this year. I do not see the “second wave” getting worse
- [US election 2020: Will Trump do a Truman?](https://crossbridgecapital.com/us-election-2020-will-trump-do-a-truman/) - “When the winds of change blow, some people build walls and others build windmills” Unknown Summary In 1948, as the campaign kicked off, Harry S. Truman’s approval rating had fallen to 36%, and polls had him trailing his opponent Thomas E. Dewey by almost 15 points. On the night of the election, news organizations called
- [V for Vaccine and a V-shaped recovery](https://crossbridgecapital.com/v-for-vaccine-and-a-v-shaped-recovery/) - “Far more money has been lost by investors preparing for stock market corrections, than from the corrections themselves.” -Peter Lynch Summary The Dow Jones Industrial Average (DJIA) hit the 30,000 mark in November for the first time in its history and it just had its best month since January 1987. The Index is up +60%
- [Are the second Roaring ‘20s on their way?](https://crossbridgecapital.com/are-the-second-roaring-20s-on-their-way/) - “Complacency often afflicts precisely those who have been the most successful.” Andrew Grove Summary Covid-19 vaccination programs are accelerating globally and even rivals are teaming up for the common good. As we start a new decade the chatter is that, as we come out of Covid-19 lockdowns, we could find ourselves in a new Roaring
- [Herd immunity and rising bond yields](https://crossbridgecapital.com/herd-immunity-and-rising-bond-yields/) - “The desire to perform all the time is usually a barrier to performing over time.” Robert Olstein Summary Around this time last year, Covid-19 was threatening to run amok and that it did, causing hundreds of billions of dollars in economic damage globally, the deepest recessions since WWII and record job losses. Yet here we
- [Can the United States wean itself off stimulus?](https://crossbridgecapital.com/can-the-united-states-wean-itself-off-stimulus/) - “It’s not whether you’re right or wrong that’s important, it’s how much money you make when you’re right and how much you lose when you’re wrong.” George Soros Summary The US budget balance has been in deficit for the last two decades. It is a deficit that just keeps on growing. It now stands at
- [Inflation will return, the question is when](https://crossbridgecapital.com/inflation-will-return-the-question-is-when/) - “In a world organized in accordance with Keynes’ specifications, there would be a constant race between the printing press and the business agents of the trade unions, with the problem of unemployment largely solved if the printing press could maintain a constant lead.” Jacob Viner (1892 -1970) in “Mr. Keynes on the Causes of Unemployment
- [A high inflation print in April, but will the sequels disappoint?](https://crossbridgecapital.com/a-high-inflation-print-in-april-but-will-the-sequels-disappoint/) - “Inflation is not all bad. After all, it has allowed every American to live in a more expensive neighbourhood without moving.” Former US Senator Alan Cranston (June 19, 1914 – December 31, 2000) Summary Figures published by the US Labour Department on May 12, showed that the US Consumer Price Index (CPI) for April surged
- [The case for Inflation has weakened but be happy the risk of deflation is off the table](https://crossbridgecapital.com/the-case-for-inflation-has-weakened-but-be-happy-the-risk-of-deflation-is-off-the-table/) - “The difficulty lies, not in the new ideas, but in escaping from the old ones.” John Maynard Keynes Summary Despite slightly hawkish central banks of late, equity markets have continued their upward trajectory and bond yields have fallen. The yield on 10 and 30-year US Treasurys, is now back at the levels seen last February.
- [“Captain America” – homeward bound](https://crossbridgecapital.com/captain-america-homeward-bound/) - The US has played the role of global cop, answering 911 calls. Captain America is homeward bound. Sometimes getting out of a needless war is the best thing to do. Focusing on home, spending money domestically will serve the US interest well. Summary Over the last 70 years, rightly or wrongly, US allies have counted
- [The AUKUS ruckus](https://crossbridgecapital.com/the-aukus-ruckus/) - The AUKUS defence is a disaster for France and it has reduced the EU to the status of a paper tiger now that the UK has left the EU. The geopolitics and economic centre of the world is fast shifting eastwards. US-China relation in the Indo-Pacific will be the defining issue of the 21st century.
- [Coal comfort](https://crossbridgecapital.com/coal-comfort/) - It took two centuries before coal overtook wood as the world’s top energy resource and it took oil a century to replace coal. The global economy depends on fossil fuels for 84% of its energy. The pursuit of “net-zero” is both an opportunity and a risk. Summary On September 6, two coal-fired generators had to
- [What would Hans Gruber and Ophelia make of current bond yields?](https://crossbridgecapital.com/what-would-hans-gruber-and-ophelia-make-of-current-bond-yields/) - What’s bond yields got to do with Die Hard, Trading Places ? read in. The disinflationary impact of the two secular forces – demographics and technology – will continue to prevail, as we progress through this decade. Summary If you were to watch the movie Die Hard this Christmas, just remember that the plot wouldn’t likely exist
- [Boomerang equity markets as the US Fed signals interest rate lift-off in March](https://crossbridgecapital.com/boomerang-equity-markets-as-the-us-fed-signals-interest-rate-lift-off-in-march/) - At his press conference this week Fed Chair Jerome Powell noted that the inflation situation had gotten worse and the market is in now pricing in five interest rate increases this year. Will this happen? What will the impact be on global equity markets? Summary The two-day Federal Reserve Open Market Committee (FOMC) meeting that
- [Russia’s desire for a “buffer zone” could start a new Cold War](https://crossbridgecapital.com/russias-desire-for-a-buffer-zone-could-start-a-new-cold-war/) - President Vladimir Putin’s actions make more hard-hitting economic sanctions against Russia inevitable. If Ukraine falls, will Putin move into Eastern Europe? What do past geopolitical events tell us about the impact on equity markets? Summary In 1945, the Union of Soviet Socialist Republics (USSR) argued that it needed “a buffer zone” around its borders, as
- [Japanese Yen loses more value than Russian Ruble during March](https://crossbridgecapital.com/japanese-yen-loses-more-value-than-russian-ruble-during-march/) - “The S&P 500 has risen +10% since the US Federal Reserve raised interest rates. It’s almost surreal to see that the Japanese Yen has lost more value during March than the Russian Ruble. If the Yen were to continue weakening, China may be forced to weaken the Yuan in a repeat of what we saw
- [Markets Bet on Sharpest Pace of Fed Tightening Since 1988](https://crossbridgecapital.com/markets-bet-on-sharpest-pace-of-fed-tightening-since-1988/) - The bond market sell-off is overdone. Given the drop in equities this month, the case for equities, particularly growth and technology stocks gets stronger. The pessimism on growth/tech names is overdone and cannot last.” Summary The US Fed Funds futures market is now pricing in an interest rate increase of 175 basis points over the
- [Were the 1970s really that bad?](https://crossbridgecapital.com/were-the-1970s-really-that-bad/) - Lost in the turmoil of the 1970s, is the fact it was a decade full of breakthroughs in electronic, data-processing and medical technology. The email, the floppy disk, the first real video game, the personal computer all came in 70s. The 70s game us Microsoft, Apple, Oracle, Visa, Federal Express, Nike, Genentech, Starbucks and Home
- [Germany’s post-WWII policy of “Change through trade” has had its day](https://crossbridgecapital.com/germanys-post-wwii-policy-of-change-through-trade-has-had-its-day/) - Europe has a tough winter ahead, but it seems the energy problem may start early. The Nord Stream pipeline gas supply not coming back on later this week, will push Germany into a very tenuous situation and a deep recession. Summary Germany’s political decision to distance itself from the US (and the UK for that
- [“German irrationality” is Europe’s Achilles’ heel](https://crossbridgecapital.com/german-irrationality-is-europes-achilles-heel/) - “Germany’s policy to prioritise “trade” over everything else, has come back to bite hard, as Europe faces its winter of discontent. With EUR/USD at parity, Europe’s exports would be so much more competitive only if it had the oil & gas at reasonable price” Summary Not long ago, Europe (read the European Union) was concerned
- [Peace by Christmas?](https://crossbridgecapital.com/peace-by-christmas/) - “Russia’s attack on Ukraine has faltered. The looming energy crisis that could yet devastate Europe. NATO and Europe will be wise to have patience, avoid self-righteousness and assist Putin to “save face” and de-escalate” Summary It is evident to everyone in Russia (and around the world) that Russia’s attack on Ukraine has faltered. Russian men,
- [Mid-term elections and a “Fed Pivot” on the horizon](https://crossbridgecapital.com/mid-term-elections-and-a-fed-pivot-on-the-horizon-2/) - Republicans could control both the House and Senate following upcoming Midterm elections in the US. What impact would this have on fiscal policy, on inflation and ultimately on bond and equity markets. Summary It’s now universally accepted that the US Federal Reserve waited too long to begin raising interest rates. The Fed cannot make up
- [“Baby It’s Cold Inside”](https://crossbridgecapital.com/baby-its-cold-inside/) - The Fed Funds rate is expected to get to +5%. The US economy will likely enter a recession by mid-2023 and the Fed will be forced into cutting interest rates in Q3. Summary Europe is not out of its energy crisis and a long spell of severe cold weather could make it worse in Q1
- [Skate to where the puck is going to be…not where it has been](https://crossbridgecapital.com/skate-to-where-the-puck-is-going-to-benot-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 new bull run may already be here” Summary The new Bull market is already here – Chinese equities, the EuroStoxx 50 and Emerging Market equities – have broken their downtrend and are up more than
- [“Inflationists” won the inflation debate in 2021, but…](https://crossbridgecapital.com/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” won the inflation debate in November 2021, but their victory was “transitory”, as US inflation peaked seven months later in June 2022, at +9.1%. It currently sits at +6.4%, annualising at +3.2% over the last
- [US Fed stays hawkish…markets don’t care](https://crossbridgecapital.com/us-fed-stays-hawkishmarkets-dont-care/) - Market expects rate cuts. The US Federal Reserve has ruled out rate cuts this year. However, failure of more smaller banks could lead to rapid emergency easing of rates by the Fed. Summary The US Federal Reserve has maintained a moderately hawkish tone and ruled out any interest rate cuts this year. The markets, however,
- [“Fool in the Shower“ moment](https://crossbridgecapital.com/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 on lagging indicators instead of focusing on the leading indicators. Summary US Economic data continues to disappoint. Leading indicators are flashing red and there are clear signs that the US economy is on the verge
- [S&P 500 Index in a “Bull Market”; US Federal Reserve set to pause](https://crossbridgecapital.com/sp-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 even higher from their current levels? Crossbridge Capital CIO, Manish Singh, CFA shares his views in this month’s MVP… Summary The S&P 500 index is now in a “bull run.” With the onset of a
- [Barbie Shines Bright; Bears Surrender and Disinflation Nudges the Economy](https://crossbridgecapital.com/nvidia-the-taylor-swift-of-the-stock-market-2/) - “With the US job creation still strong, inflation down from highs of +9.1% to +3%, and the stock market in a bull run, US consumers are more confident than they have been at any point in the last two years. US Federal Reserve has managed to squeeze in another rate hike, 11th of this cycle”
- [China: “ailing” or “evolving”?](https://crossbridgecapital.com/china-ailing-or-evolving/) - “China’s economy is not as dire as media headlines might suggest. Chinese equities are setting up to be a good buy. Patience will be rewarded” Summary China’s GDP is set to grow by +5.2% for the whole of 2023, as per International Monetary Fund (IMF) estimates. Is that growth rate bad for a $19 trillion
- [The fabled “soft landing” is still on](https://crossbridgecapital.com/the-fabled-soft-landing-is-still-on/) - With the Federal Reserve signalling no further rate hikes, additional risk taking will return and equity markets will respond favourably to this shift over the next quarter. Summary The US Federal Reserve’s rationale for the “higher for longer” narrative, rests on the belief that the US economy has displayed a greater ability to withstand elevated
- [“Spooky” equity markets?](https://crossbridgecapital.com/spooky-equity-markets/) - There’s nothing spooky about the recent equity market sell-off, we are peak rates, inflation is coming down fast. Summary US GDP grew at the annualised rate +4.9% in Q3 2023, a notable improvement from the +2.1% in Q2. Arguably, one of the most noteworthy highlights from the GDP data, was the significant decline in core
- [An early Santa Claus rally; disinflation in 2024 (and beyond)](https://crossbridgecapital.com/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 to bonds, as yields continued to fall. What next? Summary November has been a great month for risk. For over 5 weeks now, the US stock market, along with most other asset classes, has been
- [No Interest Rate Cuts? Equities Rally Regardless](https://crossbridgecapital.com/no-interest-rate-cuts-equities-rally-regardless/) - Amidst geopolitical uncertainties, the unwavering demand for US equities stands out as a beacon of resilience. Summary In a world where the economic skies are occasionally clouded by the unpredictable winds of monetary policies, the tremors of geopolitical uncertainties, and the lightning strikes of regulatory changes—such as Apple's recent stock stumble and China's new tech
- [Returning to target inflation, and “Good news” is once again good news!](https://crossbridgecapital.com/returning-to-target-inflation-and-good-news-is-once-again-good-news-4/) - “Inflation in the US is now back to the Fed’s target, Europe now boasts its own “magnificent five” – SAP, ASML, Siemens, LVMH, Total Energies” Summary US consumers were expected to roll over, but they have remained resilient and continue to spend. A year ago, consensus estimates strongly predicted a recession in 2023, forecasting meager
- [Nvidia: The “Taylor Swift” of the stock market](https://crossbridgecapital.com/nvidia-the-taylor-swift-of-the-stock-market/) - “AI isn't just about technological advancement; it's a revolution in productivity and economic prosperity. Nvidia is at the heart of it.” Summary Nvidia (NVDA) is on the brink of becoming a colossus in the stock market, potentially eclipsing Microsoft with its staggering growth trajectory. In a whirlwind of financial success, Nvidia's market cap recently skyrocketed
- [April Showers…bring May flowers?](https://crossbridgecapital.com/april-showersbring-may-flowers/) - "Robust US Economy Delays Rate Cuts, Potential Labor Oversupply May Reignite Discussions" Summary Just a few months back, US interest rate markets were bracing for six rate cuts in 2024, deemed certain by June. Yet, persistent inflation and robust job growth have altered these forecasts dramatically. Now, predictions have been pared back to a possible
- [3 sectors Manish Singh is bullish on for near term](https://crossbridgecapital.com/3-sectors-manish-singh-is-bullish-on-for-near-term/) - “FX reserves that India has per RBI latest numbers, 560 billion euros or thereabouts. So, if India continues to buy energy in its own currency, then the FX reserves that we have currently in India are sufficient to fund 10 years of deficit. Now that is a massive game changer,” says Manish Singh, Crossbridge Capital.
- [Key focus for Fed is going to be to avoid a recession: Manish Singh](https://crossbridgecapital.com/key-focus-for-fed-is-going-to-be-to-avoid-a-recession-manish-singh/) - “So the Fed will clearly be looking in terms of first, they will be relieved that inflation is not a problem. It has not been a problem for some time but at least in the headline number, they will be relieved,” says Manish Singh, CIO, Crossbridge Capital. Read full article from The Economic Times
- [Crossbridge Capital’s Manish Singh On China’s Flat Inflation & What It Means For Us?](https://crossbridgecapital.com/nifty50-scales-20000-tips-for-new-investors-in-a-bull-market-3/) - On Rush Hour, with Sumita Kareer, we are joined by Manish Singh of Crossbridge Capital. We discuss the inflation in China and how it has slowed down according to multiple indices. The data shows that the consumer price index of the country has also remained unchanged on a year on year basis. This is a
- [China still on track to have a 5% growth for the year: Manish Singh](https://crossbridgecapital.com/china-still-on-track-to-have-a-5-growth-for-the-year-manish-singh/) - “To some extent, though, it should not come as a surprise if you have been looking at last six months’ data. So, the PPI number has been negative for at least three or four months now and this is just confirming things that we have discussed in the past,” says Manish Singh, Crossbridge Capital. Read
- [Will the US rate hike impact the liquidity flow? Manish Singh answers](https://crossbridgecapital.com/will-the-us-rate-hike-impact-the-liquidity-flow-manish-singh-answers/) - “So you do not have to just have a rate cut for equities to go higher. I mean, that is misconception. If the real wage growth or economic growth carries on for other factors, then the economy could still go up,” says Manish Singh, Crossbridge Capital. Read full article from The Economic Times
- [NIFTY50 Scales 20,000: Tips For New Investors In A Bull Market](https://crossbridgecapital.com/nifty50-scales-20000-tips-for-new-investors-in-a-bull-market-2/) - It was a day for the bulls on Dalal Street as the nifty hit its lifetime high, breaking above the 20,000 level, that too in the last 30 minutes of trade. The rally was led by the likes of Adani Ports and Adani Enterprises.And there were many factors that led to it. Like the positive
- [China’s economy into 2024](https://crossbridgecapital.com/chinas-economy-into-2024/) - “Manish Singh, Chief Investment Officer at Crossbridge Capital speaks with CGTN Europe on the prospects for the economy in China.” Watch full story from CGTN Europe
- [Best Time To Invest In Indian Markets?](https://crossbridgecapital.com/best-time-to-invest-in-indian-markets/) - Summary It has been a week of new highs for the Nifty, closing above the 22,200 mark today. At the same time, the Bombay Stock Exchange hit the 4.8 trillion dollar mark today – just 3 months after it hit the 4 trillion mark – this made india the 4th largest stock market in the
- [Celebrating our CEO Tarek Khlat's Appointment as Chair of Centrepoint, Embarking on the Mission to End Youth Homelessness](https://crossbridgecapital.com/celebrating-our-ceo-tarek-khlats-appointment-as-chair-of-centrepoint-embarking-on-the-mission-to-end-youth-homelessness/) - We are proud to announce that our co-Founder and CEO, Tarek Khlat, has been appointed the new Chair of Centrepoint, the leading UK charity for homeless young people, supporting over 16,000 young people every year. Tarek's leadership promises to advance Centrepoint's mission to end youth homelessness, striving towards a future where every young person has a
- [“A better Wealth solution” – Crossbridge Capital boldly empowering Financial Advisors in Asia](https://crossbridgecapital.com/a-better-wealth-solution-crossbridge-capital-boldly-empowering-financial-advisors-in-asia/) - Crossbridge Capital is now working with powerhouse Dimensional Fund Advisors to provide a comprehensive wealth solution to financial advisors and their clients Read our press release
- [Europe Stocks Post Third Day of Declines Before Fed Decision](https://crossbridgecapital.com/europe-stocks-post-third-day-of-declines-before-fed-decision/) - “I’d say it’s just profit taking and re-assessing,” said Manish Singh, chief investment officer at Crossbridge Capital. “The risk is still to the upside as economies keep re-opening more and more. Remember the fiscal and monetary support will stay long after things have opened up. We might see a lull over summer months but Q3/Q4
- [Friday’s US job report will decide next market move: Manish Singh](https://crossbridgecapital.com/fridays-us-job-report-will-decide-next-market-move-manish-singh/) - The CIO of Crossbridge Capital says US may need to invest money on projects to further its foreign policy and check China. Read full story from The Economic Times
- [Everyone would be watching financials this earnings season: Manish Singh](https://crossbridgecapital.com/everyone-would-be-watching-financials-this-earnings-season-manish-singh/) - India can’t afford another Covid lockdown, say the CIO at Crossbridge Capital Read full article from The Economic Times
- [Do not see any directional trend in US market for next three weeks: Crossbridge Capital](https://crossbridgecapital.com/do-not-see-any-directional-trend-in-us-market-for-next-three-weeks-crossbridge-capital/) - But I believe Trump’s second term is going to be very radical, says Manish Singh, Chief Investment Officer, Crossbridge Capital LLP. Read full article from The Economic Times
- [What history tells us about US election and Sensex movement](https://crossbridgecapital.com/what-history-tells-us-about-us-election-and-sensex-movement/) - “For me, it is going to be a sideways market from here until the US election. I do not see any directional trend in the market for next three weeks at least,” says the CIO of Crossbridge Capital Read full article from The Economic Times
- [Separation between central bank and government eroding globally: Manish Singh](https://crossbridgecapital.com/separation-between-central-bank-and-government-eroding-globally-manish-singh/) - There are signs of pent-up demand booming leading to higher print in GDP, higher consumption numbers and therefore reflation trade as well, says Manish Singh, Chief Investment Officer, Crossbridge Capital LLP. Read full article from The Economic Times
- [Don’t be in defensives, if you invest for 6-12 months or more: Manish Singh](https://crossbridgecapital.com/dont-be-in-defensives-if-you-invest-for-6-12-months-or-more-manish-singh/) - It will continue to support asset prices, says Manish Singh, CIO, Crossbridge Capital LLP. What do you think is happening in the markets, especially in … Read full article from The Economic Times
- [After steep decline, these multibaggers aren’t in ‘August’ company – The Economic Times](https://crossbridgecapital.com/after-steep-decline-these-multibaggers-arent-in-august-company-the-economic-times/) - If your investment style is for six to 12 months minimum, then there is no need to be too defensive,” said Manish Singh, CIO, Crossbridge Capital LLP Read full article from The Economic Times
- [Don’t let the falling market spook you, says Manish Singh](https://crossbridgecapital.com/dont-let-the-falling-market-spook-you-says-manish-singh/) - “I do not think there is anything to panic about because signs of economic revival are so strong that people have started talking about inflation.” Read full article from The Economic Times
- [Market may bottom out by March-end: Manish Singh](https://crossbridgecapital.com/market-may-bottom-out-by-march-end-manish-singh/) - “I would still say that the Fed and inflation factors will weigh more on the market than the Ukraine factor” Read full article from The Economic Times
- [‘Ukraine Factor Is Crucial For The US Market’ | Manish Singh, Crossbridge Capital CIO](https://crossbridgecapital.com/ukraine-factor-is-crucial-for-the-us-market-manish-singh-crossbridge-capital-cio/) - Deliberating over the issue, Mr. Singh stated that the Ukraine factor is one of the key factors at present as no resolution is anticipated anytime soon. However, he highlighted that non-involvement of the US on the ground will ensure that the economies are not entangled by it. Watch full story from Times Now
- [Manish Singh on Russia–Ukraine War Impact On Global Markets](https://crossbridgecapital.com/manish-singh-on-russiaukraine-war-impact-on-global-markets/) - Manish Singh, CIO at Crossbridge Capital LLP joins ET Now to weigh in on the Russia-Ukraine war’s affect on the global markets. The price of crude oil has jumped and the markets are spooked. Indian markets have seen a slight uptick this week with both Sensex and NIFTY rising. Watch full story from Times Now
- [CIO Manish Singh discussing the US economy and markets with Bloomberg TV](https://crossbridgecapital.com/cio-manish-singh-discussing-the-us-economy-and-markets-with-bloomberg-tv/) - Watch Crossbridge Capital Chief Investment Officer, Manish Singh’s interaction on the US economy and markets with Bloomberg TV anchors – Anna Edwards, Matt Miller and Kailey Leinz. Please skip to 26 mins Bloomberg TV to see the full interaction
- [Crossbridge Capital’s CIO Manish Singh on US Monetary Policy](https://crossbridgecapital.com/crossbridge-capitals-cio-manish-singh-on-us-monetary-policy/) - In an exclusive conversation with ET Now, Manish shares his thoughts on the direction of US interest rates Watch full story from ET Now
- [All US indices in red ahead of Fed meet; here is what can expect from the FOMC meet](https://crossbridgecapital.com/all-us-indices-in-red-ahead-of-fed-meet-here-is-what-can-expect-from-the-fomc-meet/) - Stocks slip ahead of a possible rate hike, all major US indices in the red. Manish Singh, Crossbridge Capital, discusses what we can expect from the FOMC meet and how it may impact markets. Watch full story from ET Now
- [Eye On FOMC: How Will Central Banks React?](https://crossbridgecapital.com/eye-on-fomc-how-will-central-banks-react/) - Investors will be keenly watching the U.S. Federal Reserve, where the FOMC will convene to meet on December 13-14. While the street is expecting the central banks to slow the pace at which it raises interest rates, it has in the past signaled that it is not yet close to hitting the pause button to
- [What Can We Expect From Q4FY23 Outlook?](https://crossbridgecapital.com/what-can-we-expect-from-q4fy23-outlook/) - On Rush Hour, with Sumita Kareer, we discuss what we can expect from the markets in the time to come. We are joined by Manish Singh of Crossbridge Capital who talks about what we and the market can expect. India’s market cap for the stock market is $3.31 trillion, while economies like Hong Kong and
- [Buybacks, Bonds and the Price of Fiscal Discipline](https://crossbridgecapital.com/buybacks-bonds-and-the-price-of-fiscal-discipline/) - Can Treasury support market liquidity without artificially suppressing borrowing costs? Manish Singh looks at the implications for yields, fiscal policy and risk assets.
- [When Bond Markets Push Back](https://crossbridgecapital.com/when-bond-markets-push-back/) - Manish Singh, CFA, Chief Investment Officer at Crossbridge Capital, joins CNBC to discuss why the global bond sell-off is putting renewed pressure on governments, and what the changing rates environment means for investors. Watch the Interview on CNBC
- [The Warsh Fed: Less Guidance, More Judgment](https://crossbridgecapital.com/the-warsh-fed-less-guidance-more-judgment/) - The Chair of the US Federal Reserve, Kevin Warsh seems to be saying - stop looking to the Fed for forecasts and start focusing on the data.
- [Markets don’t wait for peace. They just move on](https://crossbridgecapital.com/markets-dont-wait-for-peace-they-just-move-on/) - Extreme outcomes are easy to imagine and often dominate attention in uncertain times—but they rarely fully materialize.
- [Are markets getting ahead of themselves on a Strait of Hormuz resolution?](https://crossbridgecapital.com/are-markets-getting-ahead-of-themselves-on-a-strait-of-hormuz-resolution/) - Equity markets reached fresh highs last week on expectations of a U.S.–Iran de-escalation and a reopening of the Strait. That optimism was quickly tested as tensions resurfaced over the weekend. Our CIO, Manish Singh, CFA, joined CNBC to discuss whether markets are pricing in a resolution too early, what this means for risk assets, and
- [The Next Economy Runs on Compute - and Big Tech Knows It](https://crossbridgecapital.com/the-next-economy-runs-on-compute-and-big-tech-knows-it/) - AI capex arms race continues to accelerate. The companies that build and supply compute will dictate access, pricing, and deployment speed.
- [“AI is proving bigger than the noise.”](https://crossbridgecapital.com/tinsel-trust-tail-risk-ai-the-markets-hidden-in-christmas-classics/) - The US’s new tariffs have shaken up the global economy - but the AI boom is helping to hold things together

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