Weekly Thoughts

Stock markets get a reality check but downside risks limited  After the strongest US stock market rally in April since 1987, trading in the first day of May brought with it a sharpest…

Stocks regain footing after a major oil wobbleFollowing a turbulent start to the week after an unprecedented plunge in the oil price, the US stock market which continues to lead the direction…

US stocks rally on as investors look beyond Q1 and Q2US stocks continued to march higher, albeit at a more moderate pace, shrugging off a historic fall in March consumer spending and…

Federal Reserve comes to the rescue of the entire debt marketOn Thursday of last week US central bank went above and beyond any relief measure anyone could have imagined even a month…

Most US policy makers fold under pressure in introducing containment measuresThe grim realities of the contagion have caught up with even the most ardent pandemic deniers in the US with governors of…

Policy makers come to the rescue of financial markets for nowStock markets staged a brief but violent relief rally in the face of still elevated volatility levels, as politicians finally followed their…

Politicians failing to tackle the growing humanitarian crisis For the first time since this weekly publication began nearly two years ago, it’s been challenging to know where to really start. First and foremost,…

Trump’s awakening to virus realities a huge step to calm marketsNever the term ‘relief rally’ was more appropriate than for Friday’s US stock market rebound as investors were heartened by Trump’s climb-down…

Covid-19 dominating headlines and keeping the fear gauge elevated For the seventh week in a row, our weekly publication remains dominated by the Covid-19 outbreak. As we pointed in our first issue in…

Complacency no more! Although in our last weekly publication we suggested that VIX index or the fear gauge was still indicating that complacencies lingered in the US market regarding the impact of the…