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3 things to watch for the week ahead: 1. Australian Q1 CPIGiven the RBA’s last rate call was in March, this upcoming quarterly CPI reading will be an important one. There has been plenty of...
Earnings and Economic data will dominate the landscape this week. The names on the earnings calendar will start Tuesday with Tesla (NASDAQ:TSLA), followed by Meta (NASDAQ:META) on Wednesday, and...
Week Ahead 22nd-26th April:SAT: Bitcoin Halving Event (estimate) MON: PBoC LPR, US National Activity Index (Mar), South Korean PPI Growth (Mar) TUE: EZ/UK/US Flash Manufacturing PMI (Apr), US Richmond...
A quite bizarre piece of news has recently hit the investor community which is not really being addressed by the financial media. I assume the reason that it's not being covered by the financial...
Amid recent market fluctuations, maintaining a long-term perspective is crucial. Corrections are a normal part of the market cycle and offer opportunities for disciplined investors. Instead of...
Investors are gearing up for what is expected to be one of the busiest weeks of the year. Tesla, Microsoft, Alphabet, and Meta Platforms (NASDAQ:META) are some of the big names due to report...
The only aspect of consistency in the market’s outlook for rate cuts lately has been pushing the expected date forward. Recent history falls in line with this trend and September is now seen as...
It's a stark fact: more than 80% of global goods trade is transported by sea. And any disruption in maritime trade can have a profound impact on the worldwide economy. The latest potential...
We recently wrote Japan’s Lost Decades to appreciate better why Japan’s GDP is smaller than it was in 1995 and why it took 35 years for its stock market to set its recent record high.Many...
Stocks traded mostly sideways yesterday, even as rates and the dollar surged. However, the big news came yesterday when Jay Powell noted that it would take longer for the Fed to gain the confidence...
This is one of my favorites, and every few years I re-blog some portion of this article. The original, I wrote in 2010. The basic question is, what is the correct way to respond as an investor to...
Economic “reflation” is becoming the next bullish narrative as equity valuation increases continue to outpace earnings gains, at least according to Gold Sachs and Tony...
Stocks finished the day sharply lower for a second day in a row, with the S&P 500 dropping by 1.2% and the NASDAQ dropping by 1.65%. The S&P 500 opened higher, but the selling started around...
Artificial intelligence (AI) and Bitcoin were top of mind at last week’s Paris Blockchain Week, where I had the privilege of presenting to an enthusiastic crowd. The blockchain and digital...
In the wake of last week’s hotter-than-expected consumer inflation data for March, the implied forecast via Fed funds futures indicates that interest-rate cuts are unlikely in the months...