Posititive Market Reaction to US-Iran Ceasefire Global stock markets rallied strongly after signs of a ceasefire agreement between the US and Iran, despite lingering questions about its durability. Major indexes in the US, Europe and Asia posted multi-percent gains. President…
Is there a looming AI bubble? Understanding the valuation of AI stocks is crucial for investors looking to capitalize on the burgeoning AI market. AI-related stocks have experienced a surge in interest and value, driven by the continuous innovations and…
Are Market Expectations Running Ahead of Economic Data? As we look ahead to the year 2024, there are several key factors that are expected to significantly influence the stock market and overall economic conditions. Understanding the impact of inflation, interest…
Global Economic Headwinds and Oil Prices The oil market has recently experienced a significant decline in prices, raising concerns about global economic growth and its impact on the demand for crude oil. The latest news on oil prices indicates that…
ARM IPO and AI Boom The ARM IPO (Initial Public Offering) is currently valued at $54.5 and how this plays out will have implications beyond this IPO. This will potentially affect the AI Boom (or Hype). Softbank, the Japanese investment…
Stock Market Outlook Q3 2023: Stay Cautious Our forecast is for major central banks to keep raising rates till year end. This will put a break on economies and potentially lead to a global synchronized recession putting pressure on profits…
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