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Bitcoin’s Rally Revives the Crypto Debate
Bitcoin’s surge back above US$80,000 has reignited debate over the next phase of the crypto market, driven by institutional inflows, regulatory devel…
5 months, 2 weeks ago
Global Stagflation Risks on the Horizon
Markets seesawed on the back of a possible peace deal between the US and Iran, but the lack of certainty kept crude oil prices elevated. Can major ec…
5 months, 2 weeks ago
More Upside to Semiconductors and AI Infrastructure
Momentum in chip stocks continues to drive the Nasdaq and S&P500 higher - but is the rally sustainable? And are cyclicals like airlines back on the t…
5 months, 2 weeks ago
US Markets Shrug Off Energy Cost Concerns
According to Bloomberg, consensus earnings growth for the S&P 500 this year is 21% despite the economic volatility resulting from the Middle East con…
5 months, 2 weeks ago
AI Rally Broadens Beyond Mega-Cap Tech
Tech-led earnings remain strong, with AI investment broadening beyond the biggest US names into a wider set of industrial and hardware beneficiaries,…
5 months, 2 weeks ago
Are US Markets Underpricing Inflation?
The S&P 500 saw a dramatic rebound of 10.4% in April and hit record highs last Friday, despite oil prices remaining elevated. Are markets underpricin…
5 months, 3 weeks ago
Decoding Powell’s Last Fed Message
The Federal Reserve has held US interest rates steady after Jerome Powell's final meeting as chair of the central bank, and with Kevin Warsh set to t…
5 months, 3 weeks ago
Will Mag7 Earnings Drive Market Rallies This Week?
Mag 7 stocks have outperformed this month but still lagged the S&P500 on a year-to-date basis. Will this week's earnings results of Microsoft, Alphab…
5 months, 3 weeks ago
An Eye On Earnings Season
Ahead of the release of quarterly earnings from names like Apple, Amazon, Alphabet and Meta, markets have been generally upbeat. Joe Quinlan, Chief M…
5 months, 3 weeks ago
Earnings Strength Meets Global Risk
First quarter US corporate earnings results have so far beaten expectations led by names like Intel and Honeywell. David Chow, Director of Investment…
5 months, 4 weeks ago