Earnings from big-name companies like Apple, Amazon, Facebook (Meta), and Google (Alphabet) have the power to move whole indexes like the S&P500. As these big-name stocks have a large weighting…

Earnings from big-name companies like Apple, Amazon, Facebook (Meta), and Google (Alphabet) have the power to move whole indexes like the S&P500. As these big-name stocks have a large weighting…
The Fed is widely expected to hike interest rates by 75bps this Wednesday. Short-term interest rate markets are seeing it as a 100% probability and the same markets have a…
Since the start of the month we have increasingly seen hopes of a Fed ‘soft landing’ gain traction as US stocks made another run higher. However, hopes of a soft…
That’s the market’s fear right now – there is more pain to come for stocks and the bottom is not in. At last Friday’s Jackson Hole Symposium Powell communicated to…
On Friday Jerome Powell said that the Fed is moving ‘purposefully’ to a level sufficiently restrictive to return inflation to target. The September hike is going to be dependent on…
Jerome Powell is under pressure at the Jackson Hole Symposium this week. After the last Fed meeting, the Fed was perceived to have taken a ‘dovish pivot’ and that allowed…
The recent string of better than feared US economic data has allowed equity markets to price out some of the more severe recession fears. Last week the US ISM manufacturing…