Week In Review: Further to Run & Russian Around US equity indexes were slightly up on the week: DJIA +0.7%, S&P 500 +0.6%, NASDAQ +0.5%. On Friday, equity indexes rose on a solid but not “too strong” May US payrolls report, which came in at +559k – somewhat below the consensus expectation. The…
Week In Review: Fun Summer? US equity indexes were up on the week: DJIA +0.9%, S&P 500 +1.2%, NASDAQ +2.1%. The Dow and S&P 500 ended the month higher, while NASDAQ had a 1.5% decline, breaking a 6-month streak of gains. Fun Summer? The virus was the most important driver…
The Substack blog is here.
Week In Review: Crypto – Hold On for Dear Life US equity indexes were mixed on the week: DJIA -0.5%, S&P 500 -0.4%, NASDAQ +0.3%. On Wednesday, Bitcoin dropped as much as 30%. WSJ reports Bitcoin reached a recent low of $30,202 before rising to $38,390 as of 5pm EST.…
Jens talks about his recent Substack blog: The End of US Exceptionalism and shows some key charts. You can subscribe to our Substack: Money Inside and Out on our homepage – click on the icon.
Week In Review: On the Up and Up US equity indexes were down on the week: DJIA -1.1%, S&P 500 -1.4%, NASDAQ -2.3%. Wednesday had the largest drawn down in the indexes. See here for equity drawdowns in context looking at two-week periods since January 2018. For the Nasdaq it was a big, unusually…
Head of Asia Pacific, Grant Wilson, was on Ausbiz talking Australia investment in China. Australian investors embedded a China sovereign risk premium as Australia investment in China fell by 25% last year – an unprecedented amount. In addition, Grant discusses the Port of Darwin issue.
Week In Review: Reverse Cliff-Effect US equity indexes were mixed on the week: DJIA 2.7%, S&P 500 1.2%, NASDAQ -1.5% as value stocks outperformed growth/technology stocks. As vaccination rates increase and economies re-open, we are tracking tourism closely at Exante Data. Here, we look at Mexico, which is seeing an encouraging trend…
Week In Review: Big Bets US equity indexes were slightly lower on the week: DJIA -0.5%, S&P 500 0.0%, NASDAQ -0.4%. However, the S&P 500 and NASDAQ reached new highs prior to giving up their gains on Friday. US economic data were strong – personal income in March surged 21.1% at a monthly rate…
Week In Review: Catching Up US equity indexes were slightly lower on the week: DJIA -0.5%, S&P 500 -0.1%, NASDAQ -0.3%. US equity indexes were slightly off on the week, rattled by President Biden’s proposal to hike the capital gains tax rate. US equities have enjoyed a stellar run since…
Week In Review: The Dropouts US equity indexes were higher the week: DJIA +1.2%, S&P 500 +1.5%, NASDAQ +1.1%. Some better than expected economic data propelled US indexes higher this week. The DJIA surpassed 34,000 for the first time. Turning to flows, Japan investors increased their foreign debt purchases. The…
