Gold’s Upside Could Be Limited After Stronger NFP
Fresh signs of a hot US labour market leave the Federal Reserve on course to raise interest rates by a quarter percentage point at its meeting next month, signalling more tightening is likely after...
Stocks Pick of The Week - Tech stocks’ volatility seen rising amid earnings, Fed meeting
Worries in stock markets, especially in tech-heavy Nasdaq, seem to have returned, even with the US indexes registering solid weekly gains last week, with the S&P 500 adding 2.5%, the Nasdaq Composite...
Fed Poised to Make a Major Move: 25bps Hike on the Horizon
The Fed faces a dilemma at the 31 Jan to 1 Feb FOMC meeting. On one side, inflation data came in softer than expected, and activity indicators showed slowing momentum over the past month. On the...
What We Have Learned in the First Week of 2023: Go Values
Based on the initial market action of 2023, it appears that investors continue staying with the big tech firms, placing some bets on value stocks, while feasting on bonds of all kinds to capture...
The Secret to Profiting in 2023: Short Zombie Stocks
2022 has marked the end of an era of cheap money, and that’s bad news for companies with a ‘growth at all costs’ approach. In the year ahead, investors will need to exercise due diligence in...
Dollar in Danger? Experts Warn of Inflation Slowdown Ahead
The dollar weakened further after a broad measure of November US inflation slowed while durables orders fell more than expected. Its fate in 2023 will very depend on the US inflation outlook and...
The Dollar's Winning Streak is Unstoppable - Here's Why
It has been more of the same for the US dollar in 2022, with supportive forces dominating most of the year and little reason to go against it, given the highly uncertain macroeconomic. Moving into...
Rate Decision Week: Powell May Disappoint Market as Dollar Gains Momentum
If the Fed raises the federal funds rate by 50 bps this week and guides toward a terminal rate above 5%, dollar may rebound again especially if Powell’s tone become more hawkish than expected.
A Strong NFP Is Bad News - Fed’s Tightening Story Is Not Over
Job growth was better than expected in October despite Federal Reserve’s interest rate increases aimed at slowing a relatively strong labour market.
