Households Are Not Cooling Down
By now, consumers were expected to reduce their spending for several reasons. Interest rates have risen, inflation remains high, pandemic-related savings have dwindled, and the labor market is showing signs of cooling.
Go Deeper (3 min read)Peak Europe?
The European Central Bank (ECB) has hiked interest rates by a quarter of a percentage point to a historic high but indicated that borrowing costs in the eurozone may have reached their zenith, causing the euro to plummet.
Go Deeper (2 min read)September 2023 - Commentary
Federal Reserve officials caught the financial markets off guard on Wednesday by indicating that they don't intend to reduce interest rates as significantly as previously anticipated.
Go Deeper (3 min read)A Promising Shift in Japan's Stock Market
This year, Japan's stock market has experienced a significant surge, leading money managers to believe that this rally could have staying power.
Go Deeper (2 min read)Investing Idea #3
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
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Good News Is Bad News
The new normal in the stock and bond markets makes it more difficult for investors to build diversified portfolios.
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U.S. Consumers' Status
Dick’s Sporting Goods and Macy’s experienced significant declines in their stock prices on Tuesday, marked by red down pointing triangles, as both retailers reported weaker-than-expected quarterly earnings and provided cautious forecasts for the remainder of the year.
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Powell Is Walking A Fine Line
Federal Reserve Chair Jerome Powell presented his case for maintaining current interest rates, while keeping the option open to raise them later this year if economic conditions fail to subdue inflation.
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Pay Is Cooling Down
Compensation for new hires is undergoing a contraction following a period of substantial salary increases, prompting individuals to readjust their expectations regarding financial gains when switching jobs.
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August 2023 - Commentary
In an unprecedented move, the Federal Reserve has elevated interest rates to their highest point in 22 years.
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Going Long On China?
Researchers at JPMorgan Chase estimated last month that China's overall debt, encompassing households, companies, and the government, had surged to 282% of the country's annual economic output.
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