Stocks ended the week with a strong gain as traders continued to focus on tariff talks while appearing to overlook upbeat news on inflation.
When you go from big, impulsive moves to these sideways, blah periods of time, it is a warning message that we are just consolidating sideways here.
Most investors believe that capital held in private hands with a profit motive is more impactful for the economy than money spent by the government.
The developments over recent months present a compelling narrative of potential transformation in the European financial landscape. While challenges persist, recent policy shifts, investments, and market recoveries signal a newfound resilience and optimism in the EU's economic prospects.
Stocks rallied the first half of the week as markets tried to anticipate the potential impact of tariffs previously announced by the White House. Soon after the closing bell on Wednesday, President Trump’s new tariffs surprised markets.
The situation remains fluid, and volatility can work in either direction. But if you’re expecting the cavalry to ride in to save the markets from themselves, don’t.
Despite economic setbacks during the Great Recession and Covid-19, South Africa is poised to almost double its growth in 2025 and 2026. Financial reforms, lower rates and inflation are expected to foster an environment of stronger consumer spending.
Nvidia isn’t just advancing artificial intelligence; it’s redefining it with “Physical AI,” a bold new frontier where humanoid robots and AI-driven systems interact with the real world, making science fiction increasingly real.
Three pivotal events mark shifts in market sentiment over the four months since November 2024—the US election outcome, the Fed’s December policy meeting and the February 2025 release of a key US consumer sentiment survey.
While implementation challenges exist, a balanced approach that considers the holistic portfolio context can unlock the significant strategic potential of small-cap investments.
While market expectations for future rate cuts are more than likely going to continue to change, fixed income investors can position their portfolios to navigate the cloud of uncertainty by using an active/passive barbell strategy.
No one will know for sure, but I could imagine that if the end-of-quarter activity drove today’s gains, the rally likely won’t last and, more importantly, could be given back pretty fast.