Tag
#old-topic-macro
129 articles
Rising Home Prices And Labour Shortages
With the stock market close to its all-time highs, the wealth effect is starting to form and retail investors are moving some of their gains from the stock market to the housing market.
11 Jul 2021
Where To Go From Here?
Yet for many money managers the last few months have felt like anything but a straightforward win. But how are markets responding?
11 Jul 2021
A Warm Summer For The Fed
Excess savings and the approach of the summer could lead consumers to direct their “revenge buying” on categories long shunned: alcohol, cosmetics and perfumes.
30 Jun 2021
Tapering Talks?
The Fed took a hawkish turn on Wednesday as they pencilled two potential rate hikes in 2023, sooner than previous estimates.
30 Jun 2021
Growth Versus The Fed
Inflation fears faded at the start of the week as Fed officials repeatedly downplayed the effects of higher price pressures and have confirmed their belief that the Central Bank could engineer a soft landing.
30 Jun 2021
Labour Market Jumps
The U.S. jobs market saw an improvement in terms of initial jobless claims which fell to 406,000 for the week ended May 22. This represents a steep decline from the previous week’s 444,000 claims.
30 Jun 2021
Inflation And The Fed, What Lies Ahead?
We have been cautious on U.S.-valuations since these reached new heights at the start of the year. After a sell-off, most growth stocks regained some steam. Where could this go?
30 Jun 2021
U.S. Stocks, Jobs & Inflation
Inflation sped up in April and exceeded expectations as consumers prices increased by 4.2% while economists expected a more moderate 3.6% gain.
30 Jun 2021
Where Is Inflation Going?
A rise in wages could demonstrate that inflation is lasting rather than transitory. Eventually forcing the FED to intervene by raising rates.
30 Jun 2021
