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May 6, 2022
BilboardBILBoard May 2022 – A bumpy ride but with some shock absorbers still intact
By now the majority of us have felt the sting of rising prices first-hand. Central banks are under increasing pressure to prevent inflation from becoming entrenched in expectations and the creation of a self-fulfilling feedback loop. Despite the inflationary environment (which was prevalent well before the conflict in Ukraine) and rising rates, corporate margins are yet to be meaningfully impacted. In fact, analysts currently expect that the ongoing Q1 earnings season should be the weakest of 2022, and insofar, it has exceeded expectations on both sides of the Atlantic. Read more...
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March 13, 2023
NewsRegulators intervene to restore confi...
Silicon Valley Bank-parent SVB Financial has collapsed after running into liquidity issues The Fed has taken preemptive steps to restore confidence and prevent panic by...
March 7, 2023
NewsValue vs. Growth: Reshuffling the deck
Value investing typically means looking past glitzy, high-flying names to consider “unloved” companies with less hype. Value stocks tend to trade at a discount to...
March 1, 2023
BilboardBILBoard March 2023: Strong data and ...
While the economy is slowing, it is proving more resilient than initially expected. At the same time, inflation remains uncomfortably high, supporting the case for...
February 24, 2023
NewsWhat is the earnings season telling u...
For now, there is a lot of opacity surrounding the outlook for the US economy. On one hand, leading indicators and sentiment trackers have been...