February 2024 - Commentary
In December, employers continued their trend of robust hiring, concluding a year marked by consistent and solid job market performance, a standout feature in an economy that is slowly cooling.
Go Deeper (4 min read)Microsoft Leads The Way
In the recent quarter ending in December, Microsoft experienced its most significant profit surge in over two years, largely due to the rising interest in artificial intelligence which has significantly boosted the demand for its cloud services
Go Deeper (3 min read)Consumers Are More Optimistic
The overall outlook of Americans on the economy has seen a substantial improvement recently.
Go Deeper (3 min read)Investing Idea #7
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)Apple Slows Down In China
In an unusual move, Apple is implementing notable discounts on its products in China, including the most recent iPhone models.
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Is The Canary Suffocating?
FedEx's shares plummeted by 12% after the company reported disappointing results and outlook, leading to a series of price-target reductions by Wall Street analysts, which contributed to a late-day sell-off in the broader market.
Go Deeper (2 min read)
Investing Idea #6
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
Go Deeper (3 min read)
December 2023 - Commentary
The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.
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It Is Hard To Avoid China
American companies, under significant pressure to minimize their reliance on China, are progressively shifting towards alternative manufacturing hubs such as Vietnam, Indonesia, and Mexico.
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Eurozone Inflation Cools
In November, inflation in the eurozone decreased more significantly than anticipated, nearing the European Central Bank's target.
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Profits-Led Inflation
Last year's inflation surge was largely driven by exceptional corporate profits, but a notable shift is now occurring as consumers resist, leading to a rapid easing of this pressure.
Go Deeper (2 min read)
