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2024 _ NEWS
Slowdown and cuts: guide to markets to start 2024
It is mid-January, the stock market is stable, while the bond market shows a slight......
2023 _ NEWS
Macro Data and Earnings Season: The Value Point
US equities closed the week down 2%, bringing the month of October to an average of -4% and a 10%......
2023 _ NEWS
The earnings season is off to a good start, but what about the 10-year at 5%?
Earnings season gets off to a positive start, but concerns arise due to the 10-year rate rising to......
2023 _ NEWS
Inflation, Profit Season and Value: The true guidelines
Last week equity markets posted slight gains driven by utilities, while the bond market showed......
2023 _ NEWS
Market sentiment turns negative again on duration, now what to do?
The past week in the financial markets was characterised by rising interest rates, with the US......
2023 _ NEWS
Back to the Future
In September, the U.S. stock market performed negatively by 5 percent, bringing the overall......
2023 _ NEWS
Proceed with caution: The Fed's communication strategy is everything
The Federal Reserve kept interest rates unchanged, but surprised markets with more optimistic......
