What’s Happening with Bonds?

What do higher-than-expected inflation numbers and slipping bond prices mean for the fixed income outlook? Will the A.I. rally continue, or will the optimism run its course?

Breaking Down China’s Stock Market Troubles

What impact will the recent selloff of Chinese stocks have on the outlook for Emerging Markets? How have labour markets managed to withstand recent layoffs?

Why Small Caps Could Rebound in 2024

What should investors make of Chairman Powell’s comments following the Fed’s latest rate announcement? Could commercial real estate trigger another SVB-style regional banking crisis?

Is the Duration Trade Falling Apart?

Why do oil prices seem largely unaffected by conflict in the Middle East? Should bond traders be worried that the duration trade could fall apart?

Is Crypto Finally Going Mainstream?

How will markets and central banks react to the latest inflation numbers? Does the approval of Bitcoin ETFs in the United States legitimize crypto as an asset class?

A New Year’s Hangover for Markets

Is the slow start to the year for markets a sign of things to come? What are the chances of interest rate cuts in Q1?

Calling the BoC’s Bluff

Is the market too bullish on rate cuts in 2024? Is oil currently undervalued?

The China Conundrum

With a bond market rally underway, is it the right time to get back into China?

Is Now the Time for Bonds?

What are the key takeaways from the Fed’s latest meeting? Is there more upside on the table for A.I. stocks like Nvidia?

Is It High Noon for The Magnificent Seven?

What do the latest U.S. inflation numbers mean for interest rates? Will the November market rally continue through the rest of the year?