Some thoughts and commentary post-August CPI release.

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.

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?

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.

Inflation and interest rates are still influencing markets in 2024. In this podcast, we share our thoughts on this topic.

The CPI data released yesterday dampened hopes that the Fed will cut rates as fast as what market initially anticipated.

We are holding our next breakfast gathering on Saturday morning, 17th February 2024. Join us to learn more about the markets in 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.

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.

FOMC raises rate by another 0.25% to 5.25-5.50%. Some thoughts about this meeting.

Why is inflation not coming down as fast despite one of the most rapid and massive series of rate hikes since the 80s?

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?

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.

This is an open invitation to gather for an informal coffee chit-chat session. We would like to have more face-time post-pandemic.

Headline inflation is coming down fast. This is mainly driven by lower commodity prices. However, core inflation remains sticky. What's next

This is the big question. Today is the day FOMC announces its rate decision and gives a peek into what lies ahead.

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.

Are we headed for a recession? Let's use history as a guide and see where we stand today. The study suggests we are in uncharted territory.

2022 marks one of the toughest years. So what is going to happen this year for the US? Let us hear the views of the major banks!