Optimism and Uncertainty
There are multiple factors contributing to the recent surge in economic activity. Firstly, the combination of milder inflation and persistent wage growth is stretching the purchasing power of individuals.
Go Deeper (4 min read)Investing Idea #4
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)Further Rates Increases?
The September inflation report exceeded the expectations of most economists. However, it may not be strong enough to deter the Federal Reserve from its gradual move towards the sidelines.
Go Deeper (3 min read)Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
Go Deeper (3 min read)October 2023 - Commentary
Economists have become more optimistic about the U.S. economy. They now believe that the country will avoid a recession, as the Federal Reserve has finished raising interest rates and inflation is expected to continue decreasing.
Go Deeper (5 min read)
September 2023 - Commentary
Federal Reserve officials caught the financial markets off guard on Wednesday by indicating that they don't intend to reduce interest rates as significantly as previously anticipated.
Go Deeper (3 min read)
A Promising Shift in Japan's Stock Market
This year, Japan's stock market has experienced a significant surge, leading money managers to believe that this rally could have staying power.
Go Deeper (2 min read)
Investing Idea #3
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
Go Deeper (3 min read)
A near-continuous surge in oil prices has driven benchmark Brent crude close to the $100 per barrel mark, presenting a fresh challenge for central banks as they grapple with rising inflation.
Go Deeper (2 min read)
China's Export Cool Further
In August, China saw its exports to the rest of the world decline for the fourth consecutive month, offering little relief from its deepening economic challenges and contributing to a gloomy global trade outlook.
Go Deeper (3 min read)
Buying Utilities On The Cheap?
Utility stocks have fallen out of favor lately. To put it in perspective, the last time they underperformed the market to this extent, it was right before the dot-com bubble burst.
Go Deeper (2 min read)
