Cryptos And New "MEME" Stocks?
Recent months have been interesting, even by Wall Street standards. Back in February, this took the form of extreme speculation in heavily shorted stocks and unlimited optimism regarding the fate of many high-growth stocks.
Go Deeper (2 min read)Emerging Markets, A Dangerous Bet?
A rise in rates in developed economies could lead to a considerable capital flight from riskier, emerging regions to safer, developed economies.
Go Deeper (2 min read)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.
Go Deeper (2 min read)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)More from Markets
Full Steam Ahead
The labour market and rising house prices are key as the Fed seeks to avoid the costly mistakes it made in the past while ensuring that it doesn’t halt the recovery
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This Time Is Different
Things were strangely similar back in 2000: declining interest rates, the Taxpayer Relief Act of 1997, a supportive FED and the Telecommunications Act of 1996 helped boost investor optimism and drove technology stocks to unbearable valuations.
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