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House View Daily | Why we think a Fed hike remains unlikely
We view current market expectations that the Federal Reserve will raise rates in the near term as too aggressive, as inflation should moderate in the…
3 months, 1 week ago
House View Daily | Record equity issuance shouldn't be a headwind for equity markets
The window has swung back open for new IPOs and secondary offerings, with share issuance likely to reach a record high in dollar terms this year. But…
3 months, 1 week ago
House View Daily | Why we believe equities can still move higher
The AI rally has been one of the defining features of markets in the first half of the year. While we think it can drive further gains, we also belie…
3 months, 2 weeks ago
House View Daily | Warsh era starts on a hawkish note
The FOMC held the policy rate unchanged at 3.5-3.75%, but the combination of higher inflation projections, a hawkish distribution of rate forecasts, …
3 months, 2 weeks ago
House View Daily | Markets on Warsh watch
The Federal Reserve is expected to keep rates steady today, but markets will be watching Kevin Warsh's debut press conference as chair and his outloo…
3 months, 2 weeks ago
House View Daily | What tighter US frontier model rules could mean for the AI trade
An unexpected US intervention shows how quickly AI policy can shift from theory to tangible risk. With this year’s equity rally directly linked to AI…
3 months, 2 weeks ago
House View Daily | US-Iran deal raises market optimism
The US and Iran have reached an agreement to reopen the Strait of Hormuz, with official signing scheduled later this week. Volatility may persist in …
3 months, 2 weeks ago
House View Daily | Volatility in AI and tech do not derail the investment thesis
Market swings may persist as geopolitics, rates, and funding questions collide, but the underlying buildout driving AI-linked equities remains intact…
3 months, 3 weeks ago
House View Daily | Equities fall on tech pressures
US equities and bonds fell in tandem on Friday, as concerns over potential Fed rate hikes, equity issuance by Meta, Broadcom's disappointing AI reven…
3 months, 3 weeks ago
House View Daily | Markets should overcome near-term headwinds
US stocks fell to their lowest level in over a month as a tech-led sell-off deepened, the war in Iran showed little signs of ending, and accelerating…
3 months, 3 weeks ago