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Financial Market Round-Up – Jan’24

Truemind Capital

Global growth exceeded projections, primarily propelled by the resilient performance of the US economy. S&P 500 (US Benchmark Index) saw gains of 11.32% over the last quarter and in turn released a flood of foreign money in emerging markets, barring China. You can write to us at connect@truemindcapital.com or call us at 9999505324.

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Solid labor market cures many ails for the economy but can’t last forever

Nationwide Financial

percent as tight conditions persist across the labor market. Retail sales rebounded in April, and core retail sales (which excludes autos, gas, and building supplies) were even stronger. economy is being extended by strength within the labor market which is supporting further spending by households.

Economy 52
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Financial Market Round-Up – Jul’23

Truemind Capital

Equity Market Insights : Where is the recession? Despite being widely expected for many months, the recession has yet to materialize in the US and other developed economies. The recent rally in the market has made the valuations more expensive compared to historical standards.

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Monday links: old finance articles

Abnormal Returns

institutionalinvestor.com) Are retail investors going to return to crypto? fortune.com) Economy Three things that are dampening economic pain, including remote work. abnormalreturns.com) Why rough edges remain in financial markets: people. wsj.com) People are removing.eth from their profiles.

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Wednesday links: sub-optimal portfolios

Abnormal Returns

on.ft.com) Vanguard is looking for ways to give retail investors more say over proxy voting. alephblog.com) Housing Higher land prices are holding back the housing market. wsj.com) Economy The 3 month-18 month Treasury spread is almost inverted. abnormalreturns.com) Why rough edges remain in financial markets: people.

Portfolio 194
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Friday links: principles and beliefs

Abnormal Returns

morningstar.com) Crypto Fidelity is prepping a retail crypto trading platform. hunterwalk.com) Global The Canadian economy continues to add jobs. washingtonpost.com) Housing The housing market is worse than you think. vitaliy.substack.com) The housing market is deteriorating faster than the data shows.

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Banking crisis overshadowed the data, but inflation remains persistently elevated: Weekly Economic Review & Outlook

Nationwide Financial

The stresses in the banking system and ripple effects in the financial markets even overshadowed the incoming inflation data. Retail sales decline in wake of January’s spending spree January’s explosion in retail sales appears to be an outlier, but the level of sales is still high. Retail sales declined 0.4