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China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025

China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025

by arleneadmin | Jun 23, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Chinese equities have been a major focus for investors in recent months, with catalysts ranging from DeepSeek’s artificial intelligence (AI) advancements to tariffs and trade negotiations. However, the performance of Chinese equities has...
Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025

Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025

by arleneadmin | Jun 16, 2025 | Research, Weekly Market Commentary

Printer Friendly Version Inflation’s effects on the economy, monetary policy, and the financial markets are wide-ranging. Higher inflation can constrain economic growth, tighten financial conditions, drive interest rates higher and even restrain stock valuations —...
Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025

Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025

by arleneadmin | Jun 9, 2025 | Research, Weekly Market Commentary

Printer Friendly Version There have been plenty of catalysts supporting the broader market’s recovery from the correction lows set last month. Oversold conditions fueled by indiscriminate selling left the S&P 500 with washed-out market breadth and a hard reset of...
Tariffs and Market Volatility Likely to  Stick | Weekly Market Commentary | June 2, 2025

Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025

by arleneadmin | Jun 2, 2025 | Research, Weekly Market Commentary

Printer Friendly Version There has been no shortage of trade policy curveballs thrown at the market since the White House announced shockingly high reciprocal tariffs on April 2. Stocks fell sharply and interest rates spiked on that news, prompting President Trump to...
Can Earnings Catch Up to This Stock  Market Rally? | Weekly Market Commentary | May 27, 2025

Can Earnings Catch Up to This Stock Market Rally? | Weekly Market Commentary | May 27, 2025

by arleneadmin | May 27, 2025 | Research

Printer Friendly Version First quarter reporting season was solid, but results didn’t offer much of a confidence boost in the outlook for the rest of the year. It wasn’t corporate America’s fault — tariff uncertainty makes it very difficult for most companies to offer...
« Older Entries
  • China’s Equity Market Diverges: A Shares vs. H-Shares | Weekly Market Commentary | June 23, 2025
  • Inflation’s Importance to Financial Markets Cannot Be Overstated | Weekly Market Commentary | June 16, 2025
  • Q1 Buybacks Boost Stocks Amid Market Recovery | Weekly Market Commentary | June 9, 2025
  • Tariffs and Market Volatility Likely to Stick | Weekly Market Commentary | June 2, 2025
  • Can Earnings Catch Up to This Stock Market Rally? | Weekly Market Commentary | May 27, 2025

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