Market Overview

We Have Seen Peak U.S. CPI, But Not Peak Inflation Pressures

We Have Seen Peak U.S. CPI, But Not Peak Inflation Pressures

For starters, let’s make sure everyone is on the same page. The CPI report last week establishes (as expected) that…
China’s Growth Rate Likely To Contract This Quarter Given Latest Activity Data

China’s Growth Rate Likely To Contract This Quarter Given Latest Activity Data

Each activity data point for April released today was worse than expected, and only fixed asset investments were still in…
S&P 500 Ready To Resume The Bull Market?

S&P 500 Ready To Resume The Bull Market?

On Friday, the SPX had a follow through day after Thursday’s late afternoon rebound off of the 38.2% Fibonacci support…
China worries hit sentiment, equities wobble, dollar firms

China worries hit sentiment, equities wobble, dollar firms

Markets get off to a shaky start after poor Chinese data as stocks slip But lockdown easing in Shanghai provides…
Weekly Outlook: RBA Minutes; UK Employment, CPIs And Retail Sales

Weekly Outlook: RBA Minutes; UK Employment, CPIs And Retail Sales

Although we don’t have any major central bank decisions on this week’s agenda, the calendar appears much busier than last…
Hedge Funds Continue To Expand Into The Private Equity Market

Hedge Funds Continue To Expand Into The Private Equity Market

VCs have dominated private funding and the start-up space for decades, while hedge funds focused largely on publicly listed companies.…
Trading Desk Notes: Bear Market Bargains; When The Canadian Dollar Will Rally

Trading Desk Notes: Bear Market Bargains; When The Canadian Dollar Will Rally

Stock indices down, US dollar up for six consecutive weeks Looming American exceptionalism in monetary tightening (a determination to reign…
Are Markets Efficient?

Are Markets Efficient?

Are markets efficient? No. But just because there are temporary mispricings doesn’t mean that it’s possible to take advantage of…
Updates: U.S. And Global Stocks, Bonds, USD, Precious Metals And Commodities

Updates: U.S. And Global Stocks, Bonds, USD, Precious Metals And Commodities

A general update of a macro in transition. Detailed work, which got us to this point intact, if a little…
NASDAQ May Not See New Highs For A Very Long Time

NASDAQ May Not See New Highs For A Very Long Time

The NASDAQ 100 has fallen by nearly 30% in 2022, with no bottom in sight. The declines have come with…
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