Market Viewpoints

April Showers…bring May flowers?
Market Viewpoints

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
Market Viewpoints

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
Market Viewpoints

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!
Market Viewpoints

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)
Market Viewpoints

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?
Market Viewpoints

“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
Market Viewpoints

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”?
Market Viewpoints

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
Market Viewpoints

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
Market Viewpoints

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
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...
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US Fed stays hawkish…markets don’t care
Market Viewpoints

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…
Market Viewpoints

“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
Market Viewpoints

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”
Market Viewpoints

“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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Mid-term elections and a “Fed Pivot” on the horizon
Market Viewpoints

Mid-term elections and a “Fed Pivot” on the horizon

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?
Market Viewpoints

Peace by Christmas?

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
Market Viewpoints

“German irrationality” is Europe’s Achilles’ heel

“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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Germany’s post-WWII policy of “Change through trade” has had its day
Market Viewpoints

Germany’s 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...
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Were the 1970s really that bad?
Market Viewpoints

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...
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