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24 articles
Powell's Patient Summer
Federal Reserve Chair Jerome Powell expressed cautious optimism about the state of inflation and the potential for interest rate adjustments in the near future during a panel discussion with other central bankers at a conference in Portugal.
03 Jul 2024
China Surprises In Q1
China announced an uptick in its economic performance for the initial quarter of the year, primarily fueled by the government's intensified focus on boosting manufacturing activities.
27 Apr 2024
The Job Market Is Cooling
The U.S. employment market showed signs of slowing down in February, with a slight decline in job availability, as indicated by the latest employment trends index.
24 Mar 2024
A Soft Landing On 6% Deficit
American politicians are increasingly inclined to stimulate the economy with substantial government funding, a trend that has begun to elevate borrowing costs and is expected to maintain them at elevated levels well beyond the current inflation crisis.
11 Mar 2024
A Year Of 216k-A-Month Jobs
In December, employers continued their trend of robust hiring, concluding a year marked by consistent and solid job market performance, a standout feature in an economy that is slowly cooling.
10 Feb 2024
The Fed Keeps Markets Guessing
During their last month's decision to maintain interest rates, Federal Reserve officials initially thought they were concluding their phase of rate hikes.
13 Jan 2024
Rambus Cashes The Memory Royalties
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
30 Dec 2023
The Fed Quietly Pivots
The U.S. Federal Reserve, traditionally focused on two key mandates - controlling inflation and managing unemployment - has recently signaled a significant policy shift.
27 Dec 2023
Qualys Is Cloud Security's Quiet Compounder
In the following articles, we analyse stocks that demonstrate steady growth potential and reasonable valuation. Our focus is on stocks with strong balance sheets, emphasising their capacity to sustain long-term growth.
29 Nov 2023
A Soft Landing May Be Possible
The U.S. economy is on the verge of achieving what many economists deemed unlikely or impossible: a return to pre-pandemic levels of inflation without triggering a recession or significant economic downturn—a phenomenon known as a "soft landing."
25 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
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
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
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
Buying Utilities On The Cheap?
Utility stocks have fallen out of favor lately. To put it in perspective, the last time they underperformed the market to this extent, it was right before the dot-com bubble burst.
16 Sept 2023
Good News Is Bad News
The new normal in the stock and bond markets makes it more difficult for investors to build diversified portfolios.
05 Sept 2023
August 2023 - Commentary
In an unprecedented move, the Federal Reserve has elevated interest rates to their highest point in 22 years.
24 Aug 2023
Expeditors Is The Soft-Landing Trade
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.
18 Aug 2023
Microchip Quietly Owns Embedded Semis
This is a global semiconductor company that develops, manufactures, and sells smart, connected, and secure embedded control solutions.
31 Jul 2023
July 2023 - Commentary
Inflation's grip on the American economy appears to be loosening after more than two years of relentless pressure.
24 Jul 2023
