Stocks at fresh records even as dollar bounces back

Stocks at fresh records even as dollar bounce...

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Oil shrugs off ceasefire extension as Hormuz still shut

Send us Fan MailTrump extends ceasefire indefinitely despite Iran cancelling talks. But with Hormuz Strait remaining shut, oil prices dip only modestly. Dollar steady after Warsh hearing, gold edges higher. Pound marginally firmer on slightly hot inflation data.Risk Warning: Our ...  Show more

Markets await US-Iran talks and Warsh testimony

Send us Fan MailUS-Iran direct talks in focus, as the two-week ceasefire is seen being extended. Markets are in anticipation mode as the probability of another failed meeting is rather high. Focus shifts to US retail sales and Warsh’s Senate testimony. The Q&A session could offer ...  Show more

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Economic stimulus from China boosts equities
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Mike Wilson: The Increasing Risks to Earnings
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With Fed messaging making it clear they’re not yet done fighting inflation, the market is left to contend with the recent rally and prepare to adjust growth expectations.


-----Transcript-----


Welcome to Thoughts on the Market. I'm Mike Wilson, ...

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MM070: Biggest Fed rate hike since 1994. But are they making a mistake?
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Yesterday the US Federal Reserve hiked interest rates by 0.75% in another hawkish pivot in their on-going quest to tame inflation. They also said they intend to raise interest rates a further 1.75% across their remaining four meetings in 2022


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