Welcome to today's edition of The Market Pulse, your gateway to the latest trends and insights in the investment markets. This week has been a whirlwind in U.S. politics, with President Joe Biden bowing out of the 2024 presidential race and endorsing Vice President Kamala Harris as the Democratic...
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...
What's Holding Back Wall Street Bulls?
It’s a strange week when Wall Street’s optimism feels…cautious. With a projected S&P 500 rise of 9% by 2025, you’d think the mood would be euphoric. Yet, the consensus seems oddly restrained, like runners pacing themselves too conservatively in a race where the finish...
“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...
Welcome to this week's edition of The Market Pulse, your trusted source for dissecting the latest market trends and economic shifts. This week, we delve into the implications of a potential Trump 2.0 presidency and its expected impact on the investment landscape.
The political horizon is once again abuzz with...
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...
Markets in a Fog: Tariff Uncertainty and the Road Ahead
In a market that loves clarity, today’s investing landscape feels more like navigating through a dense, uncharted fog. Tariff uncertainty is the name of the game, and even a four-day stock rally isn't quite enough to clear the haze. While...
Tariff Trouble in Disguise
Markets have been in a curious mood lately. Investors seem far more concerned about what the Federal Reserve might do next than about whether tariffs could quietly sabotage the economic recovery. The latest BofA Global survey shows trade policy anxiety fading into the background, thanks in...
In a surprise move that shocked global markets, Chile, which has about 40% of the world’s known lithium reserves, announced it was proposing a plan to nationaliize production of the rare earth metal - a key component in EV battery production.
Almost immediately, lithium mining stocks nose-dived. Albemarle Corp (ABM)...
