Newsletter and Blog

There are more and more signs and headlines talking about the concerns around inflation, the debate on the transient circumstances around it and what that could mean economy and market wise.

Stocks prices were whipsawed last week, dragged initially lower by financial contagion worries and later lifted by a supportive Fed policy statement.

It is difficult to say whether this is a beginning of a correction or just another head fake.

There are several political and monetary moving parts that we are paying close attention to now.

At the moment, Wall Street seems preoccupied with the Covid Variants (Alpha, Beta, Gamma & Delta) as well as the slowing of the economic recovery.

Federal Reserve Chairman Powell dovish speech at the Jackson Hole Symposium last Friday has sparked a continuation of the stock market rally.