Week Ahead #42

Third-quarter earnings kick off next week, with updates expected from health care giant Johnson & Johnson and major banks such as JPMorgan Chase, Citigroup, and Wells Fargo. At the same time, Brexit talks continue ahead of an EU summit Thursday, while the virtual WBG/IMF Annual Meetings are also in the spotlight. Key economic data to […]

The Recession Has Been Canceled

Week #24: U.S. Equity continues to climb on Monday, with the Nasdaq 100 reaching a fresh record high and the Dow Jones moving vertically 400 points entering a fourteen-week high as investors wager on a swift economic recovery from the pandemic driven lockdown.  For the time being, the anticipation of a second wave of the […]

The Dollar Crisis

Week #31 I promised in my Monday newsletter that I would cover the dollar crisis topic in its own post, so here we are. This all really started to escalate back when the Fed kick-started what many on Reddit have deemed the “magic printer”. In The Fed’s frantic scramble to save the U.S. economy, the central […]