All Posts

Fed’s rate kept unchanged. There are mixed communications from US administration, such as...

Trump has threatened tariffs over Greenland but has withdrawn afterwards. Markets regained confidence for...

The first week of Q4 earnings season reported solid results, while...

Q4 earnings season will kick off next week. Investors are going to shift their focus from macro to...

Tariffs and AI are the 2 words that best summarize...

Strong tech earnings reignited the optimism in AI. Inflation data came in...

S&P500 hit record high. Fed cut rate by 25bps this week. Markets expect a BoE cut, ECB hold and...

Markets expect a hawkish Fed cut next week. Bank of Japan is expected to hike the week after and...

Equities have almost recovered from the previous sell-off. Softer economic data this week has pushed...

S&P500 had a roller-coaster ride this week, mainly driven by the NVIDIA earnings announcement. Strong...

US government shutdown ended. The state of US economy will become less unclear after...

Given the absence of official data and stretched valuations, markets are more sensitive to...

Fed cut rate by 25bps as expected. US and China reached trade truce. Economic data in US is...

Expect volatility in the coming week because of the Q3 results from big tech and meeting between US and China presidents. Markets expect...

Another week of government shutdown. Q3 earnings season began this week, starting with Financials. Focus shifted to...

The US government continues to shut down, delaying key economic data releases such as retail sales and CPI...

There is no critical data roll out this week because of US government shutdown. Eyes are on...

Investors are being cautious although S&P500 is near its all-time high level. A US government shutdown...

S&P increased slightly after a 25bps rate cut. Markets expect 2 more rate cuts this year. Time to think about...

S&P500 is still hovering around its record high, while labor market is weakening. Markets have raised concerns...