AWAITING A DOSE OF STIMULUS AND A VACCINE SHOT Last week the news centred on the resurgence of Covid-19 cases, very often concerning countries that had previously brought the pandemic [...]
The Federal Budget has presented an opportunity to take stock of the cumulative effect of both the health and economic crisis we are currently facing. This historic budget has announced [...]
** Budget Summary 2020/21 ------------------------------------------------------------ ** The Federal Budget has presented an opportunity to take stock of the cumulative effect of both the health and economic crisis we are currently [...]
TRUMPS HEALTH SCARE SENDS JITTERS THROUGH THE MARKET Last week culminated in a correction on US equities as Donald Trump’s positive coronavirus test stoked the political uncertainty one month before [...]
RENEWED CONCERNS ABOUT THE PANDEMIC Financial markets are dominated by two pivotal themes: the Covid-19 comeback and prevarication in Congress over the next dose of fiscal stimulus. The number of [...]
RUDE AWAKENING FOR BANKING STOCKS Last week was a replay of the same rotation move: out of growth stocks – chiefly tech – and into industrial cyclicals and energy stocks. [...]
RETAIL TRADERS DRIVE UP MARKET VOLATILITY Fatalities linked to Covid-19 have been decreasing worldwide, even though the number of cases has been rocketing again since people have returned from holiday. [...]
WARNING SHOT ON TECH Last week featured a sharp correction in technology stocks, which fell by 10% at the peak of Friday’s profit-taking. This ‘healthy’ adjustment emerged after the Nasdaq [...]
SAME OLD STORY The past few weeks have been very similar. The US market – powered by a weaker dollar, rock-bottom interest rates and a lack of viable investment alternatives [...]
HIGH HOPES FOR A CURE OR VACCINE Virus cases have been on the rise since lockdown measures were eased. In response, restrictions are being tightened again, which might jeopardise the [...]
