May 30, 2021

The month of “Sell in May and go away” is just about to end with a happy ending for risk assets. Thanks to weaker USD and waning global inflation risks. Last week, major global stocks made a comeback as inflation fear subsided. The market focus was on the consumer data with purchases of goods and …

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May 23, 2021

“April showers bring May flowers”, as economy is blooming and corporate profits surging. Last week was an intense week for markets, from tech to crypto, and even for bonds and commodities. The global market finished side-ways, tilted upwards, as it was in tug-of-war between rising inflation concerns and U.S. Federal Reserve monetary policy decision....

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May 16, 2021

Last week, global stocks posted their worst week since February as inflation fear sent shivers through market. The CPI number indicated fast rising inflation with a "wow" effect. Prices rose in areas which have been mostly impacted by the pandemic and now are facing the gradual reopening. On a closer look at the CPI components, …

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May 09, 2021

Last week global stocks finished a volatile week in a winning stream, amid U.S. job data that was below any expectation and hence was a relief for a majority of investors who believes that the U.S. Federal Reserve will not make any change to its stimulus program, soon....

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May 02, 2021

"Sell in May" for trading Fed's path? Market was calm, last week, for most major global indices. Based on just over half of the S&P 500 corporate earnings reports, 87% beat estimates by a historically elevated rate of 24%. Last week's glut economic and corporate data has shown incredible strides in the economic recovery, in …

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