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‘Fed Whisperer’ Spurs Market

Oct 21, 2022 | Currencies, Interest Rates / Bonds, Stocks

The rally is on… but how far can it go? I will share my thoughts. And whilst we’re likely to see a short-term shift in sentiment… longer-term headwinds remain.

Short Term Rip… Then a Bigger Dip

Oct 18, 2022 | Currencies, Interest Rates / Bonds, Stocks, Valuations

Another bear market rally or something else? My view is the former until proven otherwise. For me, we need to see yields and the dollar peak. But in the meantime – don’t be surprised to see this market add 10%+ before pulling back.

The $10+ Trillion Question

Apr 7, 2022 | Currencies, Fed Reserve

The biggest thing we’ve learned this week (which investors should pay attention to) is what Vice Chair Lael Brainard had to say on aggressive monetary policy (specifically QT). She is largely in favour of ultra-low rates and money printing…. and was Senator Warren’s pick for Powell’s role. However, now Brainard has conceded we have a problem.