Global Overview Fed Warns Investors The rise in asset prices in the stock market poses an increasing threat to the financial system, the Fed has stated in its report. High asset prices reflect soft monetary policy, but some assets are valued higher than historical rates even when using metrics that factor in Treasury bond yields. …
Category Archives: Insights
JC Weekly Brief – 4th May, 2021
Global Overview Strong Spending Rebound Major stock indices are trading in the red, as there is regular profit- withdrawing at the end of the month. Investors are taking a break after the publication of strong reports for the first quarter of 2021 and positive macroeconomic statistics. The published data on personal spending of Americans in …
JC Weekly Brief – 26th April, 2021
Global Overview Strong Earnings Season America is undergoing a season of strong reporting. Major US stock indexes are showing positive momentum, recovering slightly from their worst drop in weeks in response to reports of impending tax hikes for the wealthy. Quotes are also growing thanks to positive macroeconomic statistics published on Friday. In response to …
JC Weekly Brief – 19th April
Global Overview China On Track To Recovery China’s rapid economic recovery is set by an increase of 34.5% in industrial production and 24.5% in retail sales, while services and household consumption are lagging behind. The country’s National Bureau of Statistics has registered a Q1 output rise of 10.3% which is higher than the same period …
JC Weekly Brief – 12th April, 2021
Global Overview U.S. Economy is Healing The goods and service sectors are growing at rates simply not seen in a long time. March readings for the U.S. service and manufacturing growth came in at 63.7 and 64.7, respectively. A reading above 50 indicates growth. The combined services and manufacturing score of 128.4 is the best …
JC Weekly Brief – 5th April, 2021
Global Overview EV Companies to Benefit from Infrastructure Plan President Joe Biden is set to unveil his $2 trillion infrastructure plan in the steel town of Pittsburgh today. The biggest beneficiaries should be electric-vehicle makers and clean-energy providers. Biden’s plan includes additional incentives to buy electric vehicles in the form of tax credits and rebates. …
JC Weekly Brief – 29th March, 2021
Global Overview Sino-American Tensions Tensions between the U.S. and China are on the rise — and the sometimes impenetrable geopolitical issues are getting real for investors. The S&P 500 has dropped about 0.6%. The Shanghai Composite is down about 1.1%, and it’s hard to pin the move on geopolitical fears. The tensions are having an …
JC Weekly Brief – 15th March, 2021
Global Overview How to Spend a Stimulus Check? With the third round of stimulus checks but certain to start coming this past month, Americans will begin thinking about how they will use the cash. The next round of stimulation more directly aims at lower earners, who are more likely to spend their checks than others. …
JC Weekly Brief – 8th March, 2021
Global Overview The Great Divide Pandemic containment and relief are Biden’s leading priority. This bill is really a “test of the ability to combine Democrats in the Senate… and risks lasting harm to his sway if he fails“. Much like their House colleagues, Senate Republicans will likely unanimously oppose the bill. Together with the chamber …
JC Weekly Brief – 1st March, 2021
Global Overview The Blessing of Inflation? With a rapid vaccine, roll-out and incoming stimulus Investors are expecting swift economic growth, as they also fear that inflation will strike capital markets. The yield on 10-year Treasury is up to 1.36% with a big leap from 0.9% at the beginning of 2021. As investors are aiming to …
