by | Nov 3, 2024 | Uncategorized
Persistent deflationary pressures have also sparked a discussion about whether the world’s second-biggest economy is headed for a Japan-style malaise of stagnation after 30 years of unprecedented growth.
by | Nov 2, 2024 | Uncategorized
Interest rates have peaked and activity in several sectors is picking up, but some fear bad news is still to emerge.
by | Oct 31, 2024 | Uncategorized
One of the primary goals of investing money is to eventually take out more than you put in—buy low and sell high. But has that changed? The answer may astonish you.
by | Oct 30, 2024 | Uncategorized
In today’s digital and services-dominated economy, one might be forgiven for buying into the narrative that oil no longer has any real bearing on inflation. That would be a mistake.
by | Oct 27, 2024 | Uncategorized
Over the past three years inflation has gone from “transitory” to “persistent” to, well, boring. Across the developed world annual price increases are returning towards the subdued 2% level targeted by many central banks. Don’t break out the champagne yet,...
by | Oct 24, 2024 | Uncategorized
Of the last 10 Fed policy-easing cycles—going back to 1974—the S&P 500 has returned 11% on average in the 12 months following the first rate cut. That’s slightly below the index’s average return of 12% a year since the start of the 1970s. However, half of those 10...
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