A Market on the Brink… or the Verge of a Turnaround? After a rough stretch for stocks, investors have been on edge, wondering if there’s any relief in sight. Tariff tensions, rising bond yields, and global uncertainty have weighed on markets, leading to a brutal sell-off. But could there be...
The “Missing” Data That Scares the Fed If you have been looking for clarity in the financial headlines lately, you might have noticed it is in short supply. We are currently watching a fascinating staring contest between economic data that looks decent on the surface and the underlying numbers that...
As we dive into this week’s edition of The Market Pulse, the focus is squarely on the shifting dynamics of the market in response to Federal Reserve Chair Jerome Powell's recent Jackson Hole speech. After two years of anticipation, Powell signaled a potential pivot towards rate cuts—a move that...
The Rally Everyone Loves Until It Blinks Just when you thought the markets couldn't climb any higher, they do. Major US indexes are printing fresh records, economic data is looking tame enough to keep the Fed at bay, and investors are basking in the glow of what feels like a...
The Covid-19 pandemic triggered a financial and economic meltdown of epic proportions, rivaled only by the Great Depression, resulting in the fastest bear market in history.  While the energy industry is being forced to completely reinvent itself, with renewables coming out on top and diversification the new name of the game,...
Unless you are into historical games, marble racing or simply live in Belarus, the average weekend warrior has been severely starved of live sports action ever since the Covid-19 pandemic threw the NBA, NHL, MLB, EPL, Formula One and other sporting seasons into limbo.  At a time when ESPN was...
Rally or Reversal? CPI Holds the Answer As 2024 winds down, the markets are buzzing with optimism. Stocks are climbing, cryptocurrencies are soaring, and even the Federal Reserve seems poised to ease the reins on interest rates. But don’t get too comfortable just yet—the November Consumer Price Index (CPI) report,...
Nine months of patience may finally pay off for investors After nine months of relative quiet, the Federal Reserve might finally be ready to pull the trigger on a rate cut this September. Investors have already started pricing in an 85% chance of a 25 basis point reduction, and history...
“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...
In just five short years, Huawei orchestrated one of the most rapid global expansions the world has ever seen. And without various US sanctions and pressure on other countries to shut it out, Huawei’s success would have been nearly limitless. Still, even in this intense atmosphere of a cold war...