Where To Go From Here?
Yet for many money managers the last few months have felt like anything but a straightforward win. But how are markets responding?
Go Deeper (2 min read)WeFox, an insurance technology player based in Germany, raised $650m at a $ 3B valuation. As Lemonade is doing, it seeks to “[tackle] that $5.2 trillion industry that has been stuck in the pre-internet era”.
Go Deeper (1 min read)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.
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Global Manufacturing Picks Up
Manufacturing activity is picking up in the U.S. as the economy re-opens. However, the market is still pressured by a lack of workers, a shortage of key products (semiconductors) and booming commodity prices.
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Bubbles, What Bubbles?
We remain cautious on current valuations and are not in a hurry to buy over-valued growth stocks, we prefer to let some time pass for inflationary pressure to cool down.
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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?
Go Deeper (3 min read)
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.
Go Deeper (3 min read)
