Light At The End Of The Tunnel

 February 24, 2023 |Michael Capobianco
When equity markets are in transition there are usually a number of fits and starts as they work their way through bear market declines and get closer to beginning a sustainable bull phase. While the negative influences weighing on the market today are...
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The Reality Regarding Labour Force Inflation

 February 20, 2023 |Michael Capobianco
Is institutional bias driving the Fed to ignore positive inflation indicators? Are there signs of a broadly slowing economy or is the labor market data used to justify more restrictive policy? I am always cautious when I hear the phrase “This time it’s...
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UK and European Equities Rally — Is This Too Soon ?

 February 10, 2023 |Michael Capobianco
From depressed levels, UK and European equities have enjoyed powerful rallies this winter as both regions avoided crises. It would be prudent not to be overly optimistic, as higher interest rates impact economies with a lag. A Powerful Rally The UK and...
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The Fed Give Up The Fight

 February 03, 2023 |Michael Capobianco
With its latest policy move, the Federal Reserve appears to be submitting to the market’s view that rate hikes are nearing an earlier conclusion, and at lower levels, than policymakers expected. We look at the reactions in the equity and bond markets...
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