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Week Ahead 12th-16th FebruaryMON: BoC SLOS, Indian CPI (Jan), Export/Imports (Jan), Holiday: China (New Year), Hong Kong, Tokyo TUE: OPEC MOMR, Swedish Unemployment (Jan), UK Unemployment/Wages (Dec),...
The bubble in ‘no holds barred’ monetary policy (birthed under Alan Greenspan) and the bullish markets it benefits are in their third decadeGold, meanwhile, will not be ready until the...
The cost of housing remains a hot-button topic with both Millennials and Gen-Z. Plenty of articles and commentaries address the concern of supply and affordability, with the younger generations...
Pierre DebruHead of Quantitative Research & Multi Asset Solutions, WisdomTree Europe Time in the market beats timing the market The end of each year brings long-awaited traditions like...
So, it was another rather boring day, with the S&P 500 finishing flat, rates up, the dollar up, and implied volatility somewhat higher. This has been a very odd earnings season.Last night, I noted...
It’s hardly the first time that the sharp rise in interest rates over the previous two years has prompted warnings about the business cycle outlook from an economist.Yet the forecast still...
It is interesting to me that, with as important and liquid as the inflation-linked bond market is, the tactical allocation between TIPS and nominal bonds is at best an afterthought for most...
We wrote this four-part inflation series in response to the graph below, implying that prices are on the same inflation roller coaster ride as the 1970s. If you have read the first three parts of this...
After an upbeat January, investors should brace for sharp swings in the weeks ahead as the new month kicks off. February is expected to be a difficult month on Wall Street amid several major...
The long-term return forecast for the Global Market Index (GMI) continued to ease in January, dipping to an annualized 6.6% total return, based on the average for three models (defined below).GMI is a...
This week, we discuss the following questions: The US Federal Reserve and the Bank of England hold rates but what did they have to say about the timing of rate cuts? Microsoft (NASDAQ:MSFT) continues...
Stocks rebounded yesterday ahead of today’s job report, with expectations for 185,000 new jobs to have been created, down from 216,000 last month.Meanwhile, the unemployment rate is expected to...
As FOMC rides into the sunset until March, the US Dollar Index is left to fend for itself amid the hawkish (or at least not yet dovish) echos of Jerome Powell’s assertion that the market should...
BoE drops its tightening bias. Market reaction: Rates back up and sterling edges higher BoE drops its tightening biasHeading into today’s Bank of England MPC meeting, the market had been leaning...
The Fed disappointed markets yesterday, crushing March rate-cut hopes. This should have been expected as the central bank's priority is to eliminate any possibility of inflation returning. As...