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Three Stocks Worth Holding If Rates Stay Higher For Longer

Three Stocks Worth Holding If Rates Stay Higher For Longer

Image courtesy of 123rf.com On Wednesday, Federal Reserve Chair Jerome Powell said that at “some point this year,” the interest rate will come down from the present 5.25 – 5.50% range. The Fed engaged in this hiking cycle to reduce the rampant inflation rate, which peaked at 9.1% in June 2022. Although February’s annual inflation rate was 3.2%, Powell […]
Jobs: Household Report Jumps But QCEW Shows Job Market Is Not As Strong

Jobs: Household Report Jumps But QCEW Shows Job Market Is Not As Strong

The analysis below covers the Employment picture released on the first Friday of every month. While most of the attention goes to the headline number, it can be helpful to look at the details, revisions, and other reports to get a better gauge of what is really going on. Current Trends The BLS reported a […]
International ETFs See Fifteenth Straight Weekly Inflow

International ETFs See Fifteenth Straight Weekly Inflow

During LSEG Lipper’s fund-flows week that ended April 3, 2024, investors were overall net purchasers of fund assets (including both conventional funds and ETFs) for the first week in three, adding a net $76.6 billion—the tenth largest weekly total since the start of 2015.Money market funds (+$69.9.8 billion), taxable bond funds (+$7.1 billion), commodities funds […]
AI Unicorns: Cohere Is Looking To Double Its Valuation

AI Unicorns: Cohere Is Looking To Double Its Valuation

Photo Credit: Lakshmiraman Oza from Pixabay According to a report published last year, the generative AI market is expected to grow at 42% CAGR to reach $1.3 trillion in 2032 from $40 billion in 2022. The growth in the industry is expected to be driven by training infrastructure for large language models (LLMs) along with specialized software and […]
Market Talk – Friday, April, 5

Market Talk – Friday, April, 5

ASIA:The major Asian stock markets had a mixed day today: NIKKEI 225 decreased 781.06 points or -1.96% to 38,992.08 Shanghai closed Hang Seng decreased 1.18 points or -0.01% to 16,723.92 ASX 200 decreased 44.00 points or -0.56% to 7,773.30 Kospi decreased 27.79 points or -1.01% to 2,714.21 SENSEX increased 20.59 points or 0.03% to 74,248.22 […]
Visualizing America’s Shortage Of Affordable Homes

Visualizing America’s Shortage Of Affordable Homes

A large share of affordable homes vanished over the pandemic, leading the supply to hit its lowest level on record in 2023.Many buyers have become priced out of the market due to soaring home prices and high interest rates. Last year alone, the number of affordable homes shrank by almost 41%, equal to over 243,000 properties.This […]
A BRICS Alternative To The SWIFT Payment System Could Accelerate De-Dollarization

A BRICS Alternative To The SWIFT Payment System Could Accelerate De-Dollarization

Image Source: Unsplash With Russia taking the lead, the BRICS bloc is talking about creating a new payment system that isn’t controlled by the United States and that is not dependent on the dollar.Such a system could accelerate de-dollarization.BRICS is an economic cooperation bloc originally made up of Brazil, Russia, India, China, and South Africa. As […]
Credit Card Debt Surges To New All-Time High, Just As Card APR Rates Hit Fresh Record

Credit Card Debt Surges To New All-Time High, Just As Card APR Rates Hit Fresh Record

Just when you thought US consumers had finally learning their lesson, and had stopped buying stuff they can’t afford with money they don’t have… we got the latest consumer credit data which collapsed that particular thesis in a millisecond.Two months ago we saw an unprecedented halt to growth in both revolving credit (i.e., credit card) […]
Something Just Broke The Markets

Something Just Broke The Markets

Image source: Pixabay It looks like we have a victor from the latest battle in the bond market, and this round goes to the bears. After last week’s stronger-than-expected payroll report, we saw interest rates spike and bond prices were crushed lower.My cyclical factors were pointing to the dangers of this move, and while I still […]
1970s: U.S. Oil Crisis. 2020s: U.S. Net Oil Exporter. What’s The Shift Mean For Energy Markets?

1970s: U.S. Oil Crisis. 2020s: U.S. Net Oil Exporter. What’s The Shift Mean For Energy Markets?

Video Length: 00:05:44 On the latest edition of Market Week in Review, Michelle Batjargal, Equity Manager Research Analyst, and Paul Eitelman, North America’s Chief Investment Strategist, had a quick Q&A about volatility in U.S. markets, U.S. Federal Reserve (Fed) outlooks, and recession risk. And Paul provided an insightful look back at the 1970s U.S. oil […]