February 12, 2024

Equity Market and Interest Yields Rising, as Rate Cut Expectations Fade Away

The resilient economic growth and cooling inflation are expected to continue, subject to potential downside risks such as supply chain disruption and inflation resurgence due to geopolitical issues.

February 5, 2024

Blockbuster New Jobs and Unlikely March Rate Cut – Is the Last Mile the Longest?

The equity markets continued to climb higher for most of the last week.  The rally has been supported by three pillars – a strong economy, declining inflation, and rate cut expectations.