Author
Sebastien
Investment analyst at Gorgorus.
503 articles
How Higher Rates Could Be Good, Not Bad
Federal Reserve policymakers seem hesitant to increase interest rates again, and they don't anticipate lowering rates in the near future. When they do eventually consider rate cuts, they expect them to be relatively modest.
18 Nov 2023
Salaries Are Freezing
The most esteemed consulting firms in the world have decided to freeze their starting salaries for new graduates in the United States, as the fierce competition for jobs replaces the earlier trend of salary increases following the pandemic.
14 Nov 2023
Private Equity Sours
The private equity industry, once the titan of the financial sector during the era of low interest rates, now grapples with a new reality as interest rates rise, potentially reshaping its operations and strategies for the foreseeable future.
11 Nov 2023
Growth And Inflation
Since the last increase in interest rates by Federal Reserve officials in July, the economy is displaying two trends that central bankers believe may not be sustainable for much longer.
07 Nov 2023
Optimism and Uncertainty
There are multiple factors contributing to the recent surge in economic activity. Firstly, the combination of milder inflation and persistent wage growth is stretching the purchasing power of individuals.
03 Nov 2023
Vertex Owns Cystic Fibrosis
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
31 Oct 2023
Further Rates Increases?
The September inflation report exceeded the expectations of most economists. However, it may not be strong enough to deter the Federal Reserve from its gradual move towards the sidelines.
30 Oct 2023
Hot Chinese Waters
The second-largest global economy, China, currently faces a deflating property bubble, local governments struggling with debt payments, and a banking system exposed to these issues.
26 Oct 2023
No Recession In The Cards
Economists have become more optimistic about the U.S. economy. They now believe that the country will avoid a recession, as the Federal Reserve has finished raising interest rates and inflation is expected to continue decreasing.
24 Oct 2023
Softbank Is Getting Out Of China
SoftBank is taking steps to reduce its remaining stake in Alibaba, limiting its exposure to the Chinese market and raising funds due to the declining value of its technology investments amidst the market downturn.
17 Oct 2023
China's Gradual Recovery
Official figures indicate that China's retail sales contracted by 0.2% in 2022, a stark contrast to the 8% growth recorded in 2019.
13 Oct 2023
Seniors Are Making The Economy Stronger
Consumer spending has remained remarkably resilient despite the Federal Reserve's efforts to raise interest rates. An often overlooked but significant factor contributing to this resilience is the aging population.
11 Oct 2023
Where Are Rates Going?
The threat of a bond selloff looms large, casting doubt on hopes for a soft economic landing. The surge in long-term interest rates, reaching levels not seen in 16 years, raises concerns, especially as the exact triggers behind this move remain unclear.
08 Oct 2023
Households Are Not Cooling Down
By now, consumers were expected to reduce their spending for several reasons. Interest rates have risen, inflation remains high, pandemic-related savings have dwindled, and the labor market is showing signs of cooling.
05 Oct 2023
Peak Europe?
The European Central Bank (ECB) has hiked interest rates by a quarter of a percentage point to a historic high but indicated that borrowing costs in the eurozone may have reached their zenith, causing the euro to plummet.
03 Oct 2023
Higher Rates Forever?
Federal Reserve officials caught the financial markets off guard on Wednesday by indicating that they don't intend to reduce interest rates as significantly as previously anticipated.
30 Sept 2023
A Promising Shift in Japan's Stock Market
This year, Japan's stock market has experienced a significant surge, leading money managers to believe that this rally could have staying power.
28 Sept 2023
Paycom Quietly Owns Mid-Market Payroll
In the following articles, we analyze stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasizing their capacity to sustain long-term growth.
25 Sept 2023
$ 100 Oil
A near-continuous surge in oil prices has driven benchmark Brent crude close to the $100 per barrel mark, presenting a fresh challenge for central banks as they grapple with rising inflation.
23 Sept 2023
China's Export Cool Further
In August, China saw its exports to the rest of the world decline for the fourth consecutive month, offering little relief from its deepening economic challenges and contributing to a gloomy global trade outlook.
20 Sept 2023
