Stephen Innes | TalkMarkets | Page 3
Private Fund Manager
Contributor's Links: DARK SIDE OF THE BOOM
Stephen is a market forecaster regularly called upon by leading TV, radio and print publications to offer his views on the financial markets. Stephen appears extensively on global news channels such as Bloomberg, BBC, Reuters, CNBC, Sky TV, AuzBiz TV, Channel News Asia, CNN, France 24 and ASTRO ...more

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33 to 48 of 221 Posts
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Supply Chain Woes Rock The Boat
USDJPY lurched higher after the Tokyo and CNY Fix and is on a collision course to test 152.00, which is a big round number and a level of importance in many minds.
Asia Open: Context Is Everything & Xi's Personal Touch
We find ourselves in a tug-of-war between inflation realities and weaker growth expectations,
Waiting For The All Clear On PCE And Earnings Season?
Certainly, the lofty market valuations imply that there is little margin for error, both in terms of corporate earnings performance and policy decisions.
PCE Week: But The Narrative Feels All Too Familiar
It's the lead up to a holiday weekend in the US. Still, the economic calendar remains packed, including an update on the Fed's preferred inflation gauge, which will be released on Good Friday, the market holiday.
Rate Cuts: Is The Writing On The Wall?
Global equities enjoyed their most robust performance of 2024, driven by a clear trend: the dovish shift among central banks in developed economies is taking shape.
Don't Stop The Music
The global shift towards a dovish central bank stance appears to be gaining momentum, with the Swiss National Bank (SNB) taking proactive measures.
Just What Dr Markets Ordered: An Uneventful FOMC
The absence of any particularly hawkish news provided a green light for the market to continue its upward trajectory.
US Stocks Rally Into Higher Yield Headwinds
There's no denying the significance of the dot plot's implications, and it’s a squeaker.
PPI Is Now In The Market Purview
Ultimately, the question is why the market has suddenly grown less wary of moderately hotter inflation than expected.
Asia Open: It Could Have Been Worse
Despite February's hotter-than-expected inflation data, investors' expectations for rate cuts this year remained on track, which buoyed stocks on Tuesday.
Markets Brace For A Key Inflation Test
Measures of risk appetite, meanwhile, are not extreme; the various risk barometers periodically make a run at exuberance, but concerns could build if we see deeper negative return dispersion among the highly vaunted Magnificent 7.
Goldilocks "Just Right" Porridge
As the Tech rally screeched to a halt, market participants pondered a familiar question: Are equities in a bubble?
Stocks Retreat As Nvidia's Bull Run Comes To A Screeching Halt
The recent broader market gains have heavily relied on a few mega-cap stocks. As a result, any negative news surrounding one of these critical players can trigger a broader pullback across the entire Meg Tech and index spectrum.
Music To Investor’s Ears
On Thursday, Wall Street raced ahead, with the S&P 500 climbing 1% to achieve a new record-high milestone. Meanwhile, the Nasdaq composite outperformed, closing up 1.5% as technology and growth stocks continued revving on all cylinders.
Chair Powell Returns To Capital Hill
The pullback underscores a sense of policy caution among investors, who are taking a moment for pause.
Asia Open: Focus Is On China's Annual NPC Meeting
China's annual "rubber stamp" parliamentary gathering in Beijing commences on Tuesday and holds significant implications for the trajectory of assets in China for 2024 and beyond.
33 to 48 of 221 Posts
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