October 6: Warren Buffet continues to sell, World War 3 is back, Elon Musk goes Dark Maga (Recap ep294)
In today’s Recap, Marcello tells us that the tensions in the Middle East are reaching a dangerous peak as Israel escalates its military response, with commando and paratroop units launching…
Read More »Events to Look Out For Next Week
Markets are preparing for a massive week full of key economic data and further tightening from the central banks. The FED, the SNB, the BOE and the ECB highlights on…
Read More »BOE under pressure as Truss vows to reverse the “Treasury Orthodoxy”
New King, new Prime minister, new Government , new Era …. The BoE had to postpone its rate announcement as the country mourns for Queen Elizabeth, which gave policy makers more time to…
Read More »Will US Inflation Start to Slow Down?
The forthcoming US CPI data are expected to indicate that inflation continued to rise in April, albeit at a slower rate than in previous months. The Bloomberg survey of experts forecasts…
Read More »CHINA STOCKS SELLING PRESSURE COULD BE OVER, NOW WHAT?
THE SHANGHAI COMPOSITE INDEX HAS DROPPED MORE THAN 40% FROM ITS PEAK IN JUST 2 ½ MONTHS! China Stocks: This morning bottom pickers around the globe are snatching up what…
Read More »Central Banks ahead of year’s end
Central bank expectations for “transitory” inflation have been severely challenged by inflation data, and especially in the US which show price pressures are broadening and deepening. Indeed, while the initial…
Read More »Market Update – October 29 – USD Lower, Stocks Hit Highs, Apple & Amazon Miss
USD (USDIndex 93.45) slipped on Q3 GDP miss & ECB ending PEPP in March but neither ruling out nor confirming rate hikes. Yields remains main driver of sentiment as spreads…
Read More »The Phillips Curve: What Does It Tell Us About Inflation?
The Phillips Curve has come back into the spot light. U.S. inflation level is running high this year, with several major consumer price barometers soaring faster than they have…
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