Market Viewpoints
Holiday Cheer Gives Way to Tariff Season
Rigid tariff policies may not yield the desired economic invigoration or solidify the legacy Trump wants.
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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...
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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."
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A Bronze medal for the S&P 500
"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
"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?
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
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
“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!
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)
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?
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
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”?
“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
“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
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
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
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…
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
“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”
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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