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Top Quartile
Alex Ng
Founder & Head of Research
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Fortress Hill Advisors
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Location:
Hong Kong
Joined:
24 May 2024
91
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Multi-Asset
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Macroeconomics
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Cross Asset Strategy
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bullish
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Macroeconomics
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10 Sep 2024 08:08
Preview: Due September 11 - U.S. August CPI - Subdued
August's CPI is expected to increase by 0.2%, with a slightly stronger ex food and energy rate, but not enough to concern the FOMC.
Alex Ng
121 Views
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bullish
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Thematic (Sector/Industry)
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09 Sep 2024 08:30
Improvement in Solar and Battery Technology
Advances in materials science and manufacturing are driving improvements in solar and battery technologies, making renewable energy more...
Alex Ng
201 Views
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bearish
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Macroeconomics
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07 Sep 2024 08:06
US: A Harder Landing and Fed's Response
Uncertainty looms over the U.S. economy's trajectory, with potential for a harder landing and Fed rate cuts if slowdown worsens.
Alex Ng
354 Views
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bullish
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Macroeconomics
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07 Sep 2024 07:54
US August Nonfarm Payroll Suggests Only 25 Bps Rate Cut
August non-farm payroll rises by 142k, weaker than expected with negative back month revisions, but stronger than July with lower unemployment...
Alex Ng
342 Views
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bullish
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Cross Asset Strategy
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06 Sep 2024 16:27
Heard From Fortress Hill: Weekly Market Observations (6 Sep 2024)
US S&P 500 and Hong Kong Hang Seng both down last week, with trade halt in Hong Kong due to typhoon. We hold on to long PLTR and Link Reit calls,...
Alex Ng
357 Views
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