Friday Investment Talk: China, Gold, Inflation
US markets besieged by unexpected inflation data. Chinese stocks get a boost from stimulus. Gold looks bullish.
US markets besieged by unexpected inflation data. Chinese stocks get a boost from stimulus. Gold looks bullish.
Bullish Indicators for US markets. News highlights deglobalization, but trends do not show the threat.
Bonds are now worst performers than stocks since the beginning of the year. Such pessimism in bond prices has not been seen for decades. Meanwhile,
Markets staged a massive rebound this week, led by some of the worst performing stocks including Chinese and tech names. Investors took their lead from
Bond Yields are nearing 2% in US and Italy. This has killed the long term Austrian bond we love to look at. Investing in energy,
A hot war has created hot commodity prices. Wheat was a big gainer this week, but also oil and non-ferrous metals took off. Brazil has
Liquid Natural Gas (LNG) cannot replace Europe’s reliance on Russia for heating fuel. Russia is a main supplier of both piped gas and LNG. Markets
Markets were again weak with the $SPX falling 1.6% during the usually bullish options expirations week. European markets and gold showed strength, while energy stocks
The inflationary environment and post-COVID reopening is leading to pockets of bullishness in the US equity markets. ‘Its a stock pickers market’ is heard among
European interest rates rising, while the US is geared up for 5 hikes of 25 basis points in 2022. The market has shown extreme volatility
This information is not an individual investment recommendation, and the financial instruments or transactions mentioned in it may not correspond to your investment profile and investment goals (expectations). It is your task to determine whether a financial instrument or transaction matches your interests, investment objectives, investment horizon and acceptable risk level. AVC Adisvory, Inc. and its affiliates are not liable for possible losses in case of making transactions or investing in the financial instruments mentioned in this information, and do not recommend using this information as the only source of information when making an investment decision.