Trading Update : 11 November 2024
The world’s best-known investor has a contrarian view on U.S. stocks. What does Buffett’s pivot to cash say about stocks, especially will dollar bulls charging among buy-and-hold investors following the election outcome?
Trading Update : 6 November 2024
M&A activity is alive and kicking in global and local markets, but not all outcomes are positive. Regulators are also coming down hard on companies. Outside the bureaucracy, tech is still a major growth driver with noise from geopolitics becoming increasingly louder as the U.S. election looms.
Trading update : 31 October 2024
US Updates Hurricanes impact U.S economic outlook Driven by the temporary effects of the recent hurricanes, Investec expects that October’s US payrolls report (out Nov. 1) will show a negative -10,000 jobs change, which would be the first negative print since December 2020, and well below the consensus forecast of 125,000. Investec estimates about 175,000 […]
Trading update : 23 October 2024
Inflation is retreating faster than expected in developed markets like the UK and eurozone, supporting the rate-cut narrative that should boost company earnings growth and ease consumer financial strain. All eyes are now trained on the U.S. for the election outcome and its potential impact on the global economy.
Trading Update: 18 October 2024
Despite some negative data, optimism is the dominant theme in global and local markets. Globally, a Goldilocks economy in the US and stimulus in China suggest sustained growth ahead while cautious optimism pervades the local market, with strengthening tailwinds for various sectors and the economy.
