The backdrop for stocks is supportive despite the day-to-day Washington machinations Source link Jamie Chisholm
There’s more room for risk assets to rally — focus on policy, not politics, HSBC says Read More »
The relative performance of MicroStrategy and Berkshire Hathaway are a good guide to speculative excess Source link Jamie Chisholm
Here’s what the Saylor-Buffett ratio is saying about the market right now Read More »
Cyclicals are attractive as the Trump-trade continues, but small-caps may struggle Source link Jamie Chisholm
Shifts in the White House attitude to AI, regulation and electric vehicles may have a big impact on big tech. Source link Jamie Chisholm
There is a fundamental reason why the shares have been rebuffed at the $200 mark Source link Jamie Chisholm
Here’s the big barrier Amazon stock must overcome to reach fresh highs Read More »
The S&P 500 looks well set for the rest of 2024, but there’s also a way to gain from short-term volatility Source link Jamie Chisholm
U.K. government bond yields were volatile on Wednesday as traders initially welcomed news that the government would prioritize tax rises ahead of increased borrowing as it strives to fill a fiscal hole and looks to invest for economic recovery. Source
U.K. government bond yields volatile as budget delivers £40 billion tax hike Read More »
Fresh stimulus would help local authorities resolve off balance-sheet debt Source link Jamie Chisholm
Beijing considers $1.4 trillion borrowing increase to support economy: Reuters Read More »
The bar is set very high for calamitous British budgets Source link Jamie Chisholm
Markets expect new Labour leadership to pass the lettuce test Read More »
Look to real estate as stocks’ high valuations means they may not offer great returns in coming years Source link Jamie Chisholm
There’s a ‘generational opportunity’ for investors in this sector, says JPMorgan Read More »
