16/09/24: Market volatility, global rate cuts & Japan’s economic outlook
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Scott Truter discuss market volatility, global rate cuts & Japan’s economic outlook. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be […]
Weekly Market Commentary: All eyes on the Federal Reserve this week
In summary • US politics back centre-stage, following second assassination attempt on former US president Trump• The day of monetary policy reckoning finally arrives for the US Federal Reserve this Wednesday• Following August’s Bank of Japan hiatus in markets, investors keep a close eye on its latest meeting this week• Technicals matter, as equity markets temporarily lose an important […]
09/09/24: Market cyclicality, US job data & Europe’s outlook
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Sarah Todino discuss market cyclicality, US job data & Europe’s outlook. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject […]
The Monthly Edit: August 2024
In summary We examine the markets daily, and our monthly update is a selection of key global stories explained through an investment lens. Market headlines There was a shake-up to the traditionally quiet summer month of August. A triple-punch of disappointing US megacap technology results, fears of a US recession and a surprise Japan rate […]
02/09/24: Nvidia’s earnings, market volatility & inflation data
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss Nvidia’s earnings, market volatility and inflation data. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to […]
26/08/24: US economic signals, Jackson Hole Symposium & rate cut speculation
In this week’s episode of the Monday Espresso podcast, Sheldon MacDonald and Raj Manon discuss US economic signals, Jackson Hole Symposium and rate cut speculation. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]
Cornelian Risk Managed Funds
There are some mixed signals developing that concern the outlook for the US economy. The beginning of the year saw optimism that even though economic growth was accelerating, the Federal Reserve would be able to start cutting rates meaningfully as inflation was about to subside. However, inflation proved to be stickier than anticipated and this […]
19/08/24: Market resilience, moderating inflation & profit margins
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Scott Truter discuss market resilience, moderating inflation & profit margins. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may be subject to […]
Are markets at a crossroads?
In summary Given the recent volatility spikes, markets are paying particularly close attention to economic data and policymaker announcements. Brooks Macdonald’s Investment Strategist, Matthew Cady, discusses the significance of the week ahead and the potential impact of inflation news on markets. Last week’s volatility storm retreats for now By the end of last week, […]
12/08/24: Japan’s market turbulence, US economic data & upcoming data points
In this week’s episode of the Monday Espresso podcast, Nathan Sweeney and Andrew Shaw discuss Japan’s market turbulence, US economic data & upcoming data points. These are the investment manager’s views at the time of recording and should not be construed as investment advice. The opinions expressed are correct at time of recording and may […]