Month / October 2022
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Markets climbing the wall of worry setting the stage for another big leg down
Last week’s big sell-off began in Chinese stocks followed a disappointing leadership reshuffle under President Xi Jinping who seemed to have left off most pro-market reform politburo members from the core leadership group…
October 30, 2022 -
BOJ’s policies likely to sink Japan’s government and its economy in 2023
With Japan’s inflation rate approaching its 40-year high, more market participants are coming round to our view that BOJ’s ongoing policy errors have set the stage for a major showdown between the…
October 23, 2022 -
Markets mayhem continue along with growing economic and geopolitical uncertainties
With US inflation gauge still running hotter than any remaining bulls have been hoping for and core inflation at elevated levels, an end to the interest rate tightening cycle still looks way…
October 16, 2022 -
Dislocation signs appearing in capital markets
Capital markets are starting to show signs of dislocation while outlook for stock markets remain grim as investors grapple with growing likelihood of earnings disappointments and rising interest rates in the face…
October 2, 2022