Fed releases new details on plan to purchase corporate bonds. U.S. retail sales surge. Cycle, valuation and sentiment outlook.

Weekly Commentary: Update COVID-19

08:40am, Sunday, 21'st Jun 2020
China is said to have mobilized its 100,000-strong infection tracing force. More than 1.1 million tests were administered in Beijing over the past week. The U.S

Watch Out For The Virus Hype

06:16am, Sunday, 21'st Jun 2020
News reports are focused on stirring fear over new coronavirus outbreaks. A near-term pullback is possible, but it would be a buying opportunity. Internal stren
There was a good bit of excitement on Tuesday with the release of the retail sales report, which came in stronger than expectations. However, the bounce will be
Here and in other places on the internet, I have made a lot of forecasts that the time path of GDP is likely to look like a lazy J or whoosh, a pattern of slow
The latest Conference Board Leading Economic Index for May was up 2.8% from the April final figure of 97.1. the LEI has historically dropped below its six-month
Momentum investors judge economic activity by using the price trends of the largest stocks in the S&P 500. It is similar to judging a book by the color of its c
Inflation doesn’t always mean a rise in consumer prices for things like groceries and utilities; we’re seeing inflation in asset prices right now as a result of

Why Stocks Will Keep Rising

11:49pm, Thursday, 18'th Jun 2020
Asia-Pacific equities were mixed, though the markets in China, Hong Kong, Taiwan, and India rose. European bourses are down small, and US stocks have turned low

Correction Phase Does Not Appear Over

08:10am, Wednesday, 17'th Jun 2020
All equity markets in the Asia-Pacific region but Japan edged higher today, including China, India, and South Korea, where political/military tensions are eleva

The Recession Is Over: Harrison

02:14am, Wednesday, 17'th Jun 2020
The market is back in bullish mode, and with retail sales up 17.7% in May versus April, the recession is over. Though things look better in the immediate term,

Bulls Crawling Back

09:50am, Friday, 01'st May 2020
Sentiment has improved since last week, as the percentage of investors reporting as bullish rose to 30.6%. Last week’s strong bearish bias subsided, as bearish

U.S. Stock Market: A Look From Abroad

05:55am, Friday, 01'st May 2020
The US stock market may look more attractive than it was before the pandemic. Capital inflows from emerging markets and monetary actions create a positive outlo

Markets: Look At The Bigger Picture

02:33am, Friday, 01'st May 2020
The market decline has been one of the fastest on record, similar to the pace of the Great Depression. It's only been 2 months since the market peaked, and peop
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