(14/10/2022)
●US stock market is shaken by rising interest rates
●How the market sees the direction of the policy interest rate
● Looking back at the last interest rate cycle and stock performance
(14/10/2022)
●US stock market is shaken by rising interest rates
●How the market sees the direction of the policy interest rate
● Looking back at the last interest rate cycle and stock performance
(07/10/2022)
●The pain of rising interest rates spreading the world until the 3rd quarter
●Global stocks are undervalued in terms of valuation
●Can we anticipate a year-end high in US stocks ?
(30/09/2022)
● Rising long-term interest rates push US stocks to new year-to-date lows
● FOMC outlook suggested weakening fundamentals
●US stock valuations confirmed by earnings yield spreads
(22/09/2022)
● FRB decided to raise interest rates by 0.75% at FOMC
● US recession probability increased after consecutive rate hikes
● US stocks tend to rise “the year before the presidential election”
(16/09/2022)
● US stocks plunge as interest rates rise along with repeated CPI shocks
● What are the results of the August inflation indicators?
● Market is shaken by changes in policy rate outlook