Private Equity Sours
The private equity industry, once the titan of the financial sector during the era of low interest rates, now grapples with a new reality as interest rates rise, potentially reshaping its operations and strategies for the foreseeable future.
Go Deeper (5 min read)Growth And Inflation
Since the last increase in interest rates by Federal Reserve officials in July, the economy is displaying two trends that central bankers believe may not be sustainable for much longer.
Go Deeper (4 min read)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.
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Households Are Not Cooling Down
By now, consumers were expected to reduce their spending for several reasons. Interest rates have risen, inflation remains high, pandemic-related savings have dwindled, and the labor market is showing signs of cooling.
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Peak Europe?
The European Central Bank (ECB) has hiked interest rates by a quarter of a percentage point to a historic high but indicated that borrowing costs in the eurozone may have reached their zenith, causing the euro to plummet.
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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.
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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.
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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)
$ 100 Oil
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.
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