When Inflation Comes Knocking Again…
After months of relatively calm waters in the investment seas, investors had comfortably settled into the idea that interest-rate fluctuations were yesterday’s concern. But like an uninvited guest showing up late to a party, inflation fears have returned—prompting fresh unease across markets. With consumer inflation...
When Markets Sneeze and Tariffs Bring the Cold
The markets are speaking loudly — the question is, who’s listening?
In a week that saw U.S. equities slide into correction and bear market territory, it wasn’t inflation, earnings, or even interest rates that lit the fire. It was Trump’s tariff barrage, and...
Wall Street’s Biggest Bull Just Sounded the Alarm
The stock market has taken a sharp turn, prompting some of Wall Street’s biggest names to rethink their bullish bets. Ed Yardeni, a long-time optimist, now perceives a greater likelihood of a U.S. recession and even a potential flash crash. If you’ve...
Real estate thought it was going to breeze through the pandemic while it watched travel, retail and service industries plunge into COVID uncertainty, and while the industry isn’t crumbling, a visible slowdown will have to prompt change.
The Spring 2020 real estate shopping season was pretty much a wash. Newly...
This week’s The Market Pulse dives right into a brewing market storm. Remember those rosy "soft landing" scenarios? Citigroup just threw a bucket of cold water on that optimism, predicting a hard economic landing instead. They even foresee a dramatic Fed reversal with multiple rate cuts this year –...
A Stagflation Storm?
As we dive into August, the market's pulse is quickening with anticipation. The latest inflation data is set to be released, and all eyes are on the Consumer Price Index (CPI) report for July. Expectations are mixed, with some predicting a modest uptick while others warn of...
Markets, yields, and the election—Barclays has a bold prediction.
With the U.S. elections just days away, analysts at Barclays are projecting a scenario of relative market calm in the aftermath, expecting a mild rally that could drive both bond yields and stock prices higher. Despite concerns of potential unrest, the...
“Trade policy uncertainty" has become every investor’s nightmare.
If you were hoping for a calm week in the markets, the bond market has something to say. As investors place their hopes on upcoming tariff negotiations with Japan, China, and Mexico, the market is signalling that the real story might not...
When the Market Hopes, and the Fed Holds Back
Investors love a good narrative, and this week’s features Jerome Powell as the reluctant protagonist in a drama driven by market optimism and presidential pressure. With the Federal Open Market Committee meeting on May 6–7, many are hoping for fireworks, but...
Markets Cool as Rates Rise and Powell Speaks
After the post-election rally set U.S. stocks soaring, the market hit a speed bump last week. Federal Reserve Chair Jerome Powell reminded investors on Thursday that rate cuts aren’t a given, injecting caution into a market that had been buoyant since Donald...
