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  • Week Ahead

    Week Ahead

    Strong equity performance brings the market back from a possible breaking point – rates finally down, and bonds up. Can technology continue to outperform the S&P 500? In the long term I would think so, so stay long. We are 3/4 months away from Central Banks easing – a powerful tailwind. Keep a long position…

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  • Week Ahead

    Week Ahead

    One step forward, two steps back – rates go back higher, equities in a lull, and bonds down. Nasdaq shines on Oracle’s results but then takes a break again – can value take up its leadership? Key week for the central banks as they can reveal further details about when they can start easing, with…

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  • Week Ahead

    Up, up, and away … Europe shines, other markets take a breather … still some clouds remain … Nasdaq (and Growth) showing its first signs of fatigue: this week’s CPI and PPI can make or break them. Europe was the only major equity market to be up last week and it is still outperforming the…

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  • Week Ahead

    In-line PCE Index renews hopes that the Fed will eventually cut. Good earnings in the US and a more favourable macro backdrop propel the S&P 500 and the Nasdaq 100 to a record. Japan is on a roll, storming ahead of its previous historic records. Europe outperforms the US on a YTD basis; 10-year Treasuries…

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  • Strong January and February for the S&P 500 are predictive of future returns

    According to this chart from Carson Investment Research and Ryan Detrick, a higher January and February for the S&P 500 can predict future positive returns on a 12-month basis. Results for the remaining 10 Months of the year were higher 26 times out of 28, while results a year later were higher a staggering 27…

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  • Week Ahead

    Nvidia bucks the trend and sends US Markets to new records; Japan rewrites history with new highs after that fateful Dec 1989. Europe outperforms the US on a YTD basis; 10-year Treasuries and other long bonds gained a little last week as rates finally nudged lower. Keep a long position in equities (with a 3%…

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