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.
Go Deeper (3 min read)$ 100 Oil
A near-continuous surge in oil prices has driven benchmark Brent crude close to the $100 per barrel mark, presenting a fresh challenge for central banks as they grapple with rising inflation.
Go Deeper (2 min read)China's Export Cool Further
In August, China saw its exports to the rest of the world decline for the fourth consecutive month, offering little relief from its deepening economic challenges and contributing to a gloomy global trade outlook.
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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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Investing Idea #2
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.
Go Deeper (3 min read)
Deflation? The First Signs
China's economy has entered a period of deflation as consumer prices experienced their first decline since early 2021.
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