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Post CPI Thoughts - Goldilocks Back In Play
Some thoughts and commentary post-August CPI release.
AllQuant
Sep 12, 20242 min read
54 views
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Volatility Clustering and the Dawn of a New Era
The BOJ recently exited from its decades-long zero interest rate policy. Does this portend a new era? Let's also learn about vol clustering.
Patrick Ling
Aug 8, 20242 min read
176 views
0 comments


The S&P 500 is 100 years old and still going strong
The S&P 500 is in the 15th year of the bull market since it exited the Great Financial Crisis in 2009. Is it in a bubble and overvalued?
Patrick Ling
May 6, 20243 min read
162 views
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The Fed has started "Easing"
On 20 March 2024, the Federal Reserve doubled down on its pivot and effectively started its "easing".
Eng Guan
Mar 26, 20244 min read
292 views
0 comments


Will the Stock Market Crash in October?
One of the well-known seasonal patterns is the October effect. Will the stock market crash this October? Let's take a closer look at this.
Patrick Ling
Mar 13, 20243 min read
220 views
0 comments


AQ Podcast Episode 5 - Inflation & Interest Rates Outlook
Inflation and interest rates are still influencing markets in 2024. In this podcast, we share our thoughts on this topic.
AllQuant
Feb 19, 20242 min read
54 views
1 comment

The First FOMC of 2024 - Cut or Hold
The results from the first FOMC this year will be known in 2 days. This round, overwhelming odds (97%) betted on the rates holding.
AllQuant
Jan 29, 20243 min read
138 views
0 comments


Interest Rate Outlook 2024
Interest rates continue to be the driving macro factor in markets. Let's take a look at the outlook for interest rates in 2024.
AllQuant
Jan 16, 20243 min read
173 views
0 comments

Are Interest Rates Going To Hike Again After Jackson Hole?
Despite all the negative headlines after Jackson Hole, I don't think the speech is as bad as what the media paints it to be at first.
AllQuant
Aug 28, 20234 min read
394 views
0 comments


July 2023 FOMC Brief
FOMC raises rate by another 0.25% to 5.25-5.50%. Some thoughts about this meeting.
AllQuant
Jul 27, 20233 min read
107 views
0 comments


Why Is Inflation Not Coming Down Fast?
Why is inflation not coming down as fast despite one of the most rapid and massive series of rate hikes since the 80s?
Eng Guan
Jul 10, 20236 min read
196 views
0 comments

Where Will The Stock Market Go in 2H 2023?
The first half of 2023 is over, and the performance of the US stock market had been exceptionally strong. So where will we go from here?
Eng Guan
Jul 6, 20234 min read
291 views
0 comments


AQ Inaugural Podcast Episode 1
Welcome to our inaugural AQ Podcast with our guest host Ou Da Wei.
AllQuant
Jun 7, 20232 min read
103 views
0 comments

Is Dow Jones Industrial Average Broken?
Both the S&P 500 and Nasdaq are up significantly this year but the Dow Jones Industrial Average is flat. Is the Dow broken? Let's find out.
Patrick Ling
May 29, 20236 min read
207 views
0 comments

What Is All The Buzz About The US Debt Ceiling?
The market is glued to the debt ceiling talks with the media talks about it every day. Because if the US defaults, that would disastrous.
Eng Guan
May 25, 20234 min read
201 views
0 comments

Market Update - Inflation And Labor Market (Video Post)
Headline inflation is coming down fast. This is mainly driven by lower commodity prices. However, core inflation remains sticky. What's next
AllQuant
May 15, 20231 min read
110 views
1 comment


Will The US Federal Reserve Hike Today?
This is the big question. Today is the day FOMC announces its rate decision and gives a peek into what lies ahead.
Eng Guan
May 3, 20234 min read
127 views
0 comments

Is This The Great Normalization?
2022 was the Great Inflation. We are now in 2023. Are we experiencing the Great Normalization? Let's take a look at CPI and asset classes.
Patrick Ling
Apr 13, 20232 min read
185 views
0 comments


Credit Suisse - The Next Bank In Trouble?
One thing triggers another, this time one with the potential to cause a much wider systemic failure was involved - Credit Suisse.
Eng Guan
Mar 16, 20234 min read
216 views
0 comments

The Federal Reserve Dilemma
Shortly after Jerome Powell's testimony within the very same week, the US witnessed the second and the third largest bank failure in history
Eng Guan
Mar 14, 20234 min read
142 views
0 comments