Another week of mixed signals in early November
Investors came into November anticipating a pivot towards Republicans in the US mid-term elections and fearing that October’s inflation data would...
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Falling knives aplenty in early November
In the US, November is – among other things – National Gratitude Month. For investors, however, it is already shaping up to be another month of...
Ready for the times to get better
Impending rate hikes from the European Central Bank and US Federal Reserve. The striking selloff experienced by Chinese assets. Mixed earnings...
Investors bracing for a cold winter
With rising prices and higher interest rates joining, for the moment, death and taxes on the list of life’s certainties, investors kept reducing...
Leaves are not the only things turning red
Risk reduction and defensive positioning remained high on most investors’ lists during the second week of October as the Nasdaq index it its lowest...
Market stability remains elusive in early October
In early October two of the major ratings agencies downgraded the outlook for British sovereign debt from stable to negative. For investors it was a...
British pounds of flesh on market’s menu in late September
Investors, who were already struggling to digest the latest US interest rate hike, were confronted with more unappetizing fare during the fourth...
Monetary collar tightens again
The third week of September began with investors buying US equities on the dip and Ukraine’s army rolling back Russian invaders around the city of...
Investors caught between two sides of the same coins
Devotees of buying on the dip were presented with several handsome opportunities during the second week of September as investors tried to decide...
Risk off as interest rates keep rising
Redemptions from EPFR-tracked Equity Funds hit an 11-week high in early September as investors surveyed a sea of troubles, ranging from the complete...
Bracing for regular doses of bitter medicine
Late August found markets and investors chewing on a new nugget of ‘Fed-speak.’ What does “some pain,” which US Federal Reserve Chairman Jerome...
Will the Fed light 75 more candles in September?
Hawkish remarks by US Federal Reserve policymakers going into the final week of August put the brakes on what investors are hoping is the next leg...
Investors keep their eye on brighter future
The present, in mid-August, continued to offer little obvious comfort to investors. Russia’s invasion of Ukraine ground on towards the 200-day mark,...
Flows bloom as indexes regain lost ground
Dead cat bounce or the start of a new bull market? The Dow Jones Industrial Average and the Nasdaq ended the second week of August at levels last...
Bond fund flows hit a YTD high coming into August
EPFR-tracked Bond Funds started August by posting their biggest inflow since mid-4Q21 as investors translated mixed earnings reports and...