June 15th, 2023
A Stock Market Ripe for Chasing Heat Many investors have likely seen statistics highlighting a lack of breadth in equity markets in 2023. This storyline isn’t new. Many readers may remember past years when the ‘FAANG’ and other key technology stocks were the primary drivers of returns. This year, the tech giants are back, with
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Posted in Investing
June 12th, 2023
Are Bonds No Longer a Good Volatility Hedge? Most readers are aware of the ongoing volatility in the stock market. Generally speaking, selling pressure in the stock market should mean that bonds – and in particular U.S. Treasuries – are holding their own and maybe even zigging where stocks are zagging. But that has not
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Posted in Investing
May 26th, 2023
Can U.S. Policymakers Navigate Four Issues at Once? At the beginning of the year, U.S. policymakers were dealing with a tangible dilemma. They needed to wage the fight against inflation without damaging economic growth too much. In the few months since, the dilemma turned into a “trilemma,” as the U.S. experienced two of the biggest
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Posted in Investing
April 28th, 2023
Time to Get Bullish on U.S. Semiconductor Companies? In August of 2022, a $53 billion piece of legislation called the CHIPS Act was signed into law. The hope: to catalyze semiconductor production in the U.S. and to “onshore” innovation and advancement of this critical technology. The question is, will it work? Any time the federal
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Posted in Investing
April 6th, 2023
Is the Technology Sector Poised for a Rebound in 2023? Technology stocks had a rough 2022. Within the S&P 500, the technology sector declined by almost -30% last year, as compared to a roughly -19% decline for the broad index. One of the key culprits driving technology’s large relative decline in 2022: rising interest rates.
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Posted in Investing
March 3rd, 2023
Central Banks are Weighing Digital Currencies – What That Means for Investors A vast majority (~80%) of global central banks are conducting studies on digital currencies, with some already taking steps to launch them. Several questions likely come to mind for consumers and investors when considering the prospect of a digital currency. Does this mean
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Posted in Investing
February 10th, 2023
Will China’s Economic Resurgence Live Up to the Hype? 2022 started ominously for China, with the implosion of real estate giant Evergrande. The headwinds only grew stiffer from there. Throughout the year, relentless “zero Covid” policies and the resulting lockdowns and factory closures disrupted production, trade, and consumption. Restrictions took a toll on growth –
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Posted in Investing
December 27th, 2022
Could China Drag the World into a Global Recession? Here’s a look at the five biggest economies in the world (as measured by total GDP), as of October 2022 according to the International Monetary Fund1: United States: $25 trillion China: $18 trillion Japan: $4.3 trillion Germany: $4 trillion India: $3.47 trillion A key takeaway from
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Posted in Investing