ANALYSIS
Analysis features an integral part of the Exclusive Capital research team. In addition to the spontaneous fundamental insights our experts provide, in-depth analysis is one major element that our experts apply.
16 Aug 2022
June CPI report was bullish
June’s CPI print last Wednesday came in at 8.5% Y/Y, slightly shy of 8.7% estimated by economists. Markets were excited by the report and rallied. In fact, I think the...
3 minutes read
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05 Aug 2022
Politics and supply chains
While markets in the short term rarely respond to politics, nevertheless politics do affect markets and economies long term
3 minutes read
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03 Aug 2022
Market participants have no recession playbook
As most economists and analysts expected, the US economy shrank in the most recent quarter
3 minutes read
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29 Jul 2022
Beyond neutral
The Fed raised rates by the expected 75 basis points, the second such unusual large hike, and as usual markets rallied once again.
2 minutes read
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28 Jul 2022
Wall Street rallies and dollar falls on Fed’s less hawkish stance and solid earnings
The prospect of a slower pace of Federal Reserve monetary tightening and the better-than-expected Q2 earnings reports improved the risk appetite on Wednesday, with major...
4 minutes read
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19 Jul 2022
No relief for equities yet
The latest CPI print for June from the BLS in the US was 9.1% on a Y/Y basis, the highest since November of 1981. Economists were expecting an increase of 8.8%. On a monthly basis, prices increased...
3minutes read
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