Month / May 2022
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Weaker economic activity has raised hopes for more moderate US rate hikes
We have reached a stage when investors in US stock market have begun to view weaker economic activity as potentially positive as hopes are that early indications of slowing employment growth will…
May 29, 2022 -
Global economic picture looking increasingly bleak in the near term
What seemed fairly evident from the earnings season just passed is that inventory levels have been surging as corporations are scrambling for supplies given continued disruptions, adding yet another layer of complexity…
May 22, 2022 -
Some top-down thoughts on markets for near term
Deteriorating earnings visibility continue to weigh on stock markets with techs and other growth names leading the way down. US earnings season has provided little positive catalysts while investors remain focused on…
May 8, 2022 -
Poor visibility and changing spending patterns proving challenging
The same factors which we addressed in our last publication continue to weigh on stock markets in the short term. As we pointed out then earnings visibility is the poorest it has…
May 1, 2022