US Dollar Rally Faces ‘Pushback’ as Fed Cuts in Doubt
Pushback While the dollar received a boost from the FOMC meeting with a shadow cast over the December cut that had been priced in, my longstanding view that the DXY could meaningfully decline over the coming year remains in place. Near term, the dollar could continue to rally given the now greater uncertainty around the […]
Corrections are inevitable
The correction in stock markets I have looked for in October has proven elusive in what has been a choppy month. International equity markets have corrected, and the lows are potentially in for Asian markets. China/Hong Kong stocks could soon resume an upward trajectory if a trade deal is reached with the US. Japanese markets […]
China Reawakening: AI, Equities & New Bull Market
China: Reawakening The Hang Seng China Enterprises Index and the MSCI China Index have both surged at least 30% from mid-January lows, which BoA see being akin “to the pace of gains seen in 2015 before the market plummeted. There are quite some fundamental similarities between the current cycle and 10 years ago, with the economic rebalancing cycle and […]
