
The things I find most interesting and relevant in the global capital markets.
| Platform | Pricing | Only free issues | Publishes | Weekly | |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | marketmemo.substack.com |
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Markets remained lackluster during the last holiday-shortened week with S&P500 gaining 1% week-on-week, while price-weighted DJIA index gaining nearly 1.4%. It would be interesting to see the activity from here on to close a year which has ...
The US equity markets resumed the uptrend supported by averages and earnings from the macro-bellwether companies like Walmart, Target, Lowe’s, AECOM, and Williams-Sonoma. There was generally an upbeat mood with positive earnings surprises w...
It didn’t help when Jerome Powell said last week, "The economy is not sending any signals that we [the Fed] need to be in a hurry to lower rates." The US 10 year yield rose 14bps, testing 4.5%, a level not seen since July this year. It will...
Last week brought to close a sensational and eventful Presidential election cycle in the US with results much different than what the polls (and experts) suggested. Donald Trump has been elected the 47th President of the United States, and ...
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