March 28, 2021

Last week global stock market was swinging between the bookend of the past year's steady gain and this year's volatility caused by interest rate fear. Major Global indices logged solid gains so far, having nearly one quarter of 2021 in the books. The stock market rebound over the last 12 months was exceptionally strong, following …

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March 21, 2021

Today, March 21st is the one-year anniversary of the fastest bull-to-bear market, i.e. market bottom, on record. We experienced a lot during the past year, as stocks, commodities, and long-term yields have come a long way thanks to better economic prospects, historical fiscal spending, and broad central bank monetary policy accommodations. The global economy has …

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March 14, 2021

Last week stocks rallied and major global indices touched new record highs, amid progresses in vaccination, fast approaching reopenings, and the $1.9 trillion U.S. fiscal stimulus package as President Biden signed into law on Thursday. The new bill which, in our view, could be the last stimulus check is distributed as follows...:

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March 07, 2021

Last week global stock market continued its wrestling with the interest rate, as the yield rapidly topped 1.6% and stock market sold-off. Investors are clearly divided into two separate camps, with below rationales: 1. Higher interest rates and higher stock prices cannot exist together. 2. Stock sold-off excessively, amid a new direction for the market. …

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