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.
Go Deeper (5 min read)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.
Go Deeper (2 min read)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.
Go Deeper (2 min read)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)
