Investment insights

US infrastructure bill passes; higher inflation data

We are reoptimizing the Syfe Cash+ portfolio and revising the projected returns

#EuropeInflation #DebtCeiling #AlibabaChatBot Topic #1: Inflation in Europe drops to lowest level since February 2022 Inflation rates in Europe (Source: TRADINGECONOMICS.COM) What happened? Inflation in Europe has reached its slowest pace since the Russian invasion of Ukraine. According to the initial estimate from the European Union's statistics agency, consumer prices in the eurozone...

#SVBCollapse #AramcoResults #USInflation #Topic 1: Silicon Valley Bank Collapse Silicon Valley Bank, which lends a majority of its money to tech companies, collapsed last week, marking the second largest bank failure in the history of the US.  Why did it happen? Last Wednesday, Silicon Valley Bank announced that it had sold all of...

Impact of China's Evergrande saga; China's property outlook; Fed tapering

This week has seen increased volatility across various asset classes, primarily due to the ongoing Israel-Hamas conflict. Notable events included the release of earnings results for Netflix and Tesla, as well as the unveiling of China's GDP growth numbers. In this week’s report, we have provided coverage of the...

Strong hiring continues; China's lockdown lift; where could markets go from here?

The initial months of 2023 brought concerns of a banking crisis, recession fears, and unprecedentedly high rates. However, the markets continued to showcase their unpredictability. Against all anticipations, equities witnessed a significant increase during this period, with major tech stocks marking a notable comeback. On the other hand, global...

Fed meeting minutes; China's lockdown; Q1 2022 earnings

The US inflation rate in December unexpectedly climbed to 3.4%, surpassing the forecasted 3.2%. This development is crucial for investors and policymakers, signifying a complex path ahead for the Federal Reserve's monetary policy. On Top of Our Mind This Week: US Inflation Rise in December - A Deeper Analysis Source: Bloomberg Data...