Earnings Season Is ON
Offline, value and banking stocks are having their moment in the sun as strong earnings and investor optimism about the re-opening are lifting stocks. However, richly valued tech stocks still fail to reach higher and remain pressured.
Go Deeper (3 min read)Pinterest Earnings Review
Pinterest is a fast-growing company that managed to take advantage of the pandemic and saw its sales increase dramatically. However, a large share of Pinterest’s stock price growth was driven by expanding multiples
Go Deeper (2 min read)Peloton Goes Corporate
Peloton announced the launch of a corporate wellness program on Tuesday. Businesses that sign up will be able to offer subsidized access to the Peloton digital fitness membership and its high-end cycles and treadmills for employees.
Go Deeper (2 min read)When Is A Stock Overvalued?
How can we see if a stock is overvalued? It doesn’t need to be complex and investors can do a great job by tracking the evolution of a stock’s Price To Earnings ratio (for profitable companies) or Enterprise Value To Sales ratio (for growing companies).
Go Deeper (1 min read)A Warm Summer For The Fed
Excess savings and the approach of the summer could lead consumers to direct their “revenge buying” on categories long shunned: alcohol, cosmetics and perfumes.
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Growth Versus The Fed
Inflation fears faded at the start of the week as Fed officials repeatedly downplayed the effects of higher price pressures and have confirmed their belief that the Central Bank could engineer a soft landing.
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Labour Market Jumps
The U.S. jobs market saw an improvement in terms of initial jobless claims which fell to 406,000 for the week ended May 22. This represents a steep decline from the previous week’s 444,000 claims.
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Inflation And The Fed, What Lies Ahead?
We have been cautious on U.S.-valuations since these reached new heights at the start of the year. After a sell-off, most growth stocks regained some steam. Where could this go?
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U.S. Stocks, Jobs & Inflation
Inflation sped up in April and exceeded expectations as consumers prices increased by 4.2% while economists expected a more moderate 3.6% gain.
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Where Is Inflation Going?
A rise in wages could demonstrate that inflation is lasting rather than transitory. Eventually forcing the FED to intervene by raising rates.
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Buy The Dip Or Wait?
It may be tempting to buy stocks when these start falling. Investors may feel that a stock pulling back represents a “once in a year” opportunity. However, we believe that investors should be very cautious about this strategy.
Go Deeper (2 min read)
