Opinions
- James Hyerczyk
Expected rise in January’s Core PCE Index may impact Fed’s rate decision, inflation strategy amid a robust economy.
- James Hyerczyk
S&P 500’s rise spurs debate on its sustainability vs. a bubble, amid solid earnings and top stocks’ dominance fueling market concentration concerns.
- James Hyerczyk
Anticipating the Fed meeting minutes, the markets are aligning with the FOMC’s cautious strategy balancing inflation control and economic growth.
- Vladimir Zernov
Central bank demand and Fed’s rate cuts could push gold above $2150 in 2024.
- Vladimir Zernov
Resilient inflation is a big threat to the historic rally in stock markets. Gold may settle below the key $2000 level as traders prepare for a more hawkish Fed.
- James Hyerczyk
The upcoming CPI report, key to Fed policy, is set to sway Treasury yields, the dollar, gold prices, and stocks, reflecting inflation trends.
- James Hyerczyk
Friday’s CPI revisions could significantly shape the Fed’s inflation management plans, impacting future rate decisions.
- Vladimir Zernov
Demand for oil in 2024 could exceed expectations as U.S. economy stays strong while China ramps up stimulus.
- James Hyerczyk
FOMC’s upcoming meeting may maintain rates, reflecting the Fed’s focus on balancing inflation control with economic growth and cautious policy.
- James Hyerczyk
U.S. policy shifts may destabilize Europe’s natural gas supply, affecting energy security.
- Vladimir Zernov
A series of attacks on vessels in Red Sea did not provide any support to oil prices.
- James Hyerczyk
Davos 2024 tackles trust, crypto mainstreaming, and uncertain global forecasts, urging sustainable growth strategies.
- James Hyerczyk
December CPI crucial for Federal Reserve’s immediate rate decisions with a rise causing market volatility and a drop spurring growth and rate cuts.
- James Hyerczyk
Fitch forecasts 2.1% global growth in 2024, down from 2.9%, urging investors towards defensive stocks, bonds, and diverse assets for stability.
- James Hyerczyk
Fed’s possible 2024 rate cuts could boost interest-sensitive sectors, tech, and consumer stocks, urging diversified investment strategies.
- James Hyerczyk
The Fed’s decisions and remarks from Chairman Powell will critically influence near-term financial market trends, from Treasury yields to Wall Street.
- James Hyerczyk
November CPI crucial for Fed’s rate decisions; stable headline CPI but high core inflation; Fed seeks more evidence for rate cuts.
- James Hyerczyk
The impending OPEC+ decision on production cuts is a critical juncture, poised to significantly impact crude oil futures and market stability.
- Phaedros Pantelides
Geopolitical instability has widened in 2023 and the outcome of the various tensions both on a political and military level, could potentially define the way we live for years to come.
- Vladimir Zernov
China does not have too many options if it wants to reallocate its reserves, and gold is one of the few viable alternatives to U.S. Treasuries.