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Week Ahead

A quiet week in equities, with the Nasdaq 100 and Europe’s Stoxx 50 advancing; bonds trim yields; the USD has a strong week. Watch the US CPI on Wednesday and the…
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Week Ahead

The release of DeepSeek R1 shocks technology markets and puts Nvidia and Broadcom under pressure, although all US markets close January in the black. Europe shines again, and bonds have a…
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Week Ahead

Solid week for Equities worldwide, led by Japan after the market reacted to dovish comments despite the rake hike to the highest level in 17 years. A quiet week for bonds,…
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Week Ahead

Strong earnings and weaker-than-expected CPI drive the performance of Western equities, with the Dow Jones and the Euro Stoxx 50 shining. BoJ on Friday is supposed to hike again, bringing rates…
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Week Ahead

Shocking start of the year has European Equities up, US and Japanese Equities down. The performance of the US Treasuries while the Fed is easing has been easing is the second…
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Week Ahead

The Nasdaq is back on a roll, thanks to excellent results from Broadcom. Bonds have a very negative week, both in the US and in Europe, with yields rising. The Fed…
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INFLECTIONPOINT ON INSTAGRAM

inf_lectionpoint
3mo
US Equities cheer the Thanksgiving week with the Dow making another all-time record. Bonds turn higher, thanks to lower yields, both in the US and Europe. This Friday's November labour report will shed light on a possible 25bp cut by the Fed in December, which seems likely once again. More easing will be needed in Europe, while the US will continue to enjoy a strong economy....

https://inflectionpoint.blog/2024/12/week-ahead-87/
inf_lectionpoint
3mo
Retracement in equities after setting the record for the S&P 500 over 6,000 points; bonds continue to be weak. Very strong USD versus EUR, now trading below 1.06. More easing will likely be needed in Europe, while the US will continue to enjoy a strong economy. Nvidia's earnings on 3Q24 can further boost the S&P 500's earnings, as it is its largest contributor....

https://inflectionpoint.blog/2024/11/week-ahead-85/

inf_lectionpoint
3mo
This post will share our thoughts on how to piece together resilient fixed-income portfolios. What do we at InflectionPoint view as resilient portfolios? They are diversified and robust investments designed to Withstand a range of market outcomes. Bend without breaking Mitigate the impact of possible fat tail risks To keep things simple, we'll primarily use Funds. This makes it easy for any investor to implement our strategy effectively....

https://inflectionpoint.blog/2024/11/year-ahead-2025-part-i-crafting-resilient-fixed-income-portfolios/
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inf_lectionpoint
3mo
Nvidia's good earnings lifts US Equities, with the Dow making an all-time record. David Kostin hikes his target for end 2025 to 6,500 for the S&P 500. Stable bonds in the US, while gaining some ground in Europe. Powerful USD versus EUR, now trading below 1.05. More easing will likely be needed in Europe, while the US will continue to enjoy a strong economy....

https://inflectionpoint.blog/2024/11/week-ahead-86/
inf_lectionpoint
4mo
US equities salute the election of Donald Trump as the US's 47th President with new all-time records for all three indices; Japan was strong, while Europe slumped. BOE and Fed cut by 25bp as forecasted, but hurdles abound for both in their easing process. Pay attention to US CPI on Tuesday - now more important than ever as Trump's presidency is deemed inflationary, and to EU and JP GDP, and US PPI, on Thursday....

https://inflectionpoint.blog/2024/11/week-ahead-84/