US: Strong Growth, Core PCE Inflation at 2.6%YoY Preclude an Immediate Rate Cut
Core PCE increased 3.33% annualized in H1CY24, and was up 2.63%YoY in Jun'24. With real GDP growing 2.8%QoQsaar and 3.1%YoY in Q2CY24, the FOMC is...
376 Views
Biden Leaves Presidential Race, Endorses VP Harris; Contest to Tighten if Dems Unite
​President Biden drops out, endorses VP Harris as Dem nominee. Latest polls showed Harris less behind Trump. Harris (if nominated) likely to pick...
325 Views
Sell in May & Go Away. In 2024, Should You?
Sell in May & go away. Nov to Apr outperformance over May to Oct persists. It gets exaggerated during elections. Election years magnifies this....
355 Views
Strong US and Weak Japanese Data Shifts Interest Rate Expectations – Implications for Stock Markets?
​US data stronger than expected, Japanese economy in recession as predicted, markets remain buoyant but uncertainty looms.
312 Views
Positioning Watch – Spread-trades are the way to play the current environment
Very interesting dynamics in markets lately, with the NFP report Friday shocking markets at first glance before sending them back into rally-mode,...
330 Views