News

 

Trade deal to further boost market?

posted 11 Oct 2019, 15:09 by Ronald Bewley

Apparently a trade deal has been agreed to but it is not yet signed. All aboard for a Santa rally? Read our take in our Weekly that we just posted.

All's well that ends well

posted 4 Oct 2019, 16:41 by Ronald Bewley

After a busy week, the US jobs data put the markets in a good place putting the chance of an Oct 30 rate cut by the Fed to 76.4%. Game on! Read our analysis in our Weekly that we just posted under the Market Updates tab.

Markets settled ahead of data drops

posted 27 Sep 2019, 15:20 by Ronald Bewley

Volatility in our market is quite low as we await the RBA decision on Tuesday and US jobs on Friday. We think we are positioned to take advantage of the news. Read out prep-positioning in our Weekly that we just posted.

S&P 500 flirts with new highs

posted 20 Sep 2019, 14:55 by Ronald Bewley

Markets have shrugged off August gloom and seem set to have a go at another high. Read our take on our Weekly that we just posted under the Market Updates tab.

Recession fears dissipate

posted 13 Sep 2019, 14:35 by Ronald Bewley

It took almost no data for the masses to stop calling for a recession and join our camp that things are just fine in the US. Read our take in the Weekly that we just posted under the Market Updates stab

We think this week's data were better than many thought

posted 6 Sep 2019, 16:15 by Ronald Bewley

We put the last week's data drops in perspective. The out-performance we've been getting suggests we might be on to something. Read our views in the Weekly we just posted under the Market Updates tab.  

China quietens its response

posted 30 Aug 2019, 15:01 by Ronald Bewley

We had a great end to the week after China appears to have stepped back from the plate a fraction. Read our take in the Weekly that we just posted under the Market Updates tab.

We stand by our no recession call!

posted 23 Aug 2019, 15:29 by Ronald Bewley

This week, we have included a 'special' on whether an inverted yield curve is a near perfect predictor of recessions as one might believe from watch business TV! We just posted it under the Market Updates tab.

No recession!

posted 16 Aug 2019, 14:32 by Ronald Bewley

We argue our case for no imminent recession in the US in our Weekly that we just posted under the Market Updates tab.

Trump continues to unsettle

posted 9 Aug 2019, 16:21 by Ronald Bewley

Economic data were fine but Trump stirs the pot. Read our take in the Weekly we just posted under the Market Updates tab.

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