@gregbie@CramerTracker Bumps in the road are always to be expected, and at this point they’d be welcomed by many. A 1% fall doesn’t change from the fact US shares have performed quite well over the past 12 months.
@AndrewNZ20@maddireidy I handed these over to our very capable research team this year, so they’re not mine as such. However, I agree with what they’ve come up with and they’re off to a good start after the AMZN result last night, Catch you in Puke, always a great night at Bracu!
@dan_brunskill Well… the RBNZ’s inflation forecats were consistently behind the curve on the way up, so why wouldn’t financial markets be more accurate on the way down…
Get the lowdown on financial markets, and find out exactly what you need to be watching this week and why… someone’s kindly done all the hard work for you right here. https://t.co/wVhsMZZ3DT
Weaker indicators, slowing inflation and clear signs of an easing labour market. It looks like the Fed is done raising rates, just like the RBNZ is. They’re all sticking with “higher for longer” it’ll be interesting to see how long that survives should current trends continue.
Lots going on across markets, notably rising global bond yields and ongoing uncertainty in the Middle East. Let’s talk about what that all means, as well as what’s coming up in the next five days…
https://t.co/UNH6jIThSt
Good news on the inflation front! Headline at 5.6% on an annual basis, below RBNZ and mkt forecasts, lowest in two years. It was the tradables (which is imported and globally-related) inflation that drove the fall, with non-tradables (domestic pricing pressure) still elevated.
A great result for the National Party last night, but can they do it without NZ First, and what does the outcome mean for investors and financial markets? My initial thoughts here… https://t.co/RrHRHNYwOJ
Will the conflict in Israel lead to another 1970s style shock, and what should investors be thinking about against this volatile backdrop? My top of head thoughts… https://t.co/0kiM2aaEKE
Lots going on this week… with a US inflation report due just as bond yields hit 15-year highs, and the start of the reporting season with some big bank results.. oh and the NZ election as well. Here’s my take on all of that and more. https://t.co/dBbMd7AS7b
Some better news these last few days, with Eurozone inflation coming in softer than expected and the PCE in the US following suit… next stop is the jobs report in a weeks time, although we might not get that if the government partially shuts down.