This week’s market commentary discusses the Federal Reserve's shift in policy direction and the implications for global interest rates, focusing on the US and Japan. We also discuss the potential impact on equity markets, emphasising the importance of investment opportunities outside the US as the dollar weakens. Read further: https://bit.ly/4g3WGis #SanctumView #SanctumWealth #WealthManagement
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Chart of the Day: US Treasury market is the same size as China, Japan, UK, France, Italy, and Germany combined. #chartoftheday #investmentmanagement #wealth #income #growth #wealthmanagement #investmentmanager #Financialnews #FinancialTrends #MarketTrends #FinancialMarkets #EmergingMarkets #InvestmentTrends #GlobalEconomicTrends #EconomicIndicators #ustreasury #treasurymarket
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In this week's market update, Andreas Steno examines the potential Federal Reserve rate cuts, which could start in September. The anticipation has impacted all asset classes: the US dollar weakened against the Japanese yen and Chinese yuan, dollar interest rates dropped, and global equity markets rebounded. Catch the full video to find out how these will continue influencing global asset markets in the months ahead. https://bit.ly/PULSE050824 #macroeconomics #investing #financialplanning #growwithsinglelife
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🇺🇸 | Are US equities overvalued at the moment? How will the election of Biden or Trump affect their value? What does China's equities upside look like in the next 6 months? Find out more from a snippet of our Global Outlook at: https://ow.ly/L19C50SrS8s
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Data on inflation and business activity were grounds for cautious optimism on the European corporate outlook. Read more on European equities in the Guinness European Equity Income Fund commentary: https://lnkd.in/daHs3cFZ #marketingcommunication #europe #inflation
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Together with today’s surprising politburo, a short term bull for sure given the unprecedented direct stock market support and the hint of more policy to follow. However more details and concrete policy is needed to sustain a medium term rally.
#China’s recent coordinated easing measures mark a significant shift in policy, potentially unleashing trillions in liquidity. This move could drive short-term gains in Chinese equities and lower bond yields, but sustained growth will require real improvements in fundamentals. Find out more: https://lnkd.in/gp_CFfWM
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The latest effort. Discussion about 1) Equities in Japan, China and the broader EM space (TV) and 2) Fed policy, US growth stocks, Japan and China equities (radio) https://lnkd.in/gDrjV6ex https://lnkd.in/gqNVEQy6
Japanese Bank Stocks Favored, Standard Chartered Says
bloomberg.com
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The winds of change are blowing in China. Will it be sufficient for investors to rethink their positioning in Chinese equities? Read the insights from our experts.
#China’s recent coordinated easing measures mark a significant shift in policy, potentially unleashing trillions in liquidity. This move could drive short-term gains in Chinese equities and lower bond yields, but sustained growth will require real improvements in fundamentals. Find out more: https://lnkd.in/gp_CFfWM
Is Beijing’s move a game changer?
eastspring.com
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In light of current political news, it is noticeable how differently long-term investors are positioned. Pessimism on the EUR remains and investors have quickly moved to an underweight in French equities too. In the UK, investors have been more optimistic. Squaring their short in GBP and remaining neutral on UK equities. Investors remain optimistic on US assets, in both the US dollar and US equities, although how much of this reflected relative fundamentals rather than politics is debatable. #STTInsights
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In light of current political news, it is noticeable how differently long-term investors are positioned. Pessimism on the EUR remains and investors have quickly moved to an underweight in French equities too. In the UK, investors have been more optimistic. Squaring their short in GBP and remaining neutral on UK equities. Investors remain optimistic on US assets, in both the US dollar and US equities, although how much of this reflected relative fundamentals rather than politics is debatable. #STTInsights
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