Yearly Archives - 2022

Fireworks across global financial markets as macro picture dominates

26 Sep 2022 - Friday’s fireworks on financial markets - especially bonds and currencies - drove another day of falls to cap a brutal week for investors. A majority of equity investors have now adopted the view that a hard landing scenario is inevitable and their focus is on the timing, magnitude, and duration of a potential recession and investment strategies for that outlook.

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Commodity stocks lead markets higher as US corporate bond yields approach 5%

20 Sep 2022 - Stocks closed higher on Monday in a volatile trading session ahead of the Federal Reserve's two-day policy meeting slated to kick off Tuesday. Rising yields now presents investors with an alternative, the gap between the S&P 500’s earnings yield and the returns from cash or high-grade, shorter-duration corporate bonds has narrowed significantly lately.

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FedEx sees global recession as commentary hits US markets

19 Sep 2022 - Stocks fell Friday as Wall Street wrapped up one of its worst weeks in months and traders reacted to an ugly earnings warning from FedEx about the global economy. The fall in FedEx shares was felt across the market as the company’s CEO announced he expects that the global economy is heading for a recession.

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