Interactive Brokers senior market analyst Steven Levine discusses China’s consumer landscape, along with prospects for Chinese retail sales, with Brendan Ahern, Chief Investment Officer (CIO) at KraneShares.
Photo Credit: Daxis via Flickr Creative Commons
The stock market experienced solid gains last week, concluding the trading week on a positive note, thanks to robust corporate reports and favorable inflation news.
After a secular rise in equity prices in 2023 and 2024, extended valuations and high concentration laid the groundwork for factors to stabilize market excesses. In the context of risk efficiency, the factor-driven narrative becomes even more compelling.
The old “Sell in May” strategy is now in danger of being a wash – and perhaps worse.
QE is all about forcing the banks’ hand, pushing them to lend cash that will reinvigorate the economy.
