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Tag: inflation

October is known as the 'bear killer' month. In US mid-term election years it can provide especially strong returns. With the economy faltering and inflation still too hot, investors are skeptical. We wait for confirmed bullish signals as markets set up for a bounce.
What is the probability now of a recession? With employment optimism pitted against inflation pessimism, we look at the odds.
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A surprising Russian invasion in Ukraine has thrown the world back to a Cold War status. Mid-term election years are when these types of political and economic upheavals usually reveal their ugly heads. Going forward the market will work to find a bottom during a likely volatile year for investors.
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US markets were top performers in 2021. Fed tapering became the year's theme as inflation began showing up in the Spring. Bonds sold off, and yields rose. Chinese companies suffered as a crackdown on foreign listed stocks erupted in Q3. The US maintains its top ranking of all equity markets going into 2022.
It is almost inescapable to read any financial journal these days and not be confronted by the word “inflation”. If we separate the underlying catalysts for current rise in CPI, we can determine that this is possibly a result of the economy reopening and nothing more sustained nor substantial.
Today's release of unemployment statistics in the US is impressive. Analyst comments put the current interest rate jitters in a historical perspective.
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Inflation threats scared the market, and sent tech shares down. We discuss seasonality and highlight weakness can resurface after a bounce.
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
AVC Advisory’s Alan McGregor and Michael Barry interview Andrey Movchan, an asset manager and non-resident scholar of the Carnegie Moscow Center.
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