Author:SJK

SJK

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Key Equity Themes For 2024

Following the Federal Reserve's (Fed) aggressive rate-hiking campaign in 2022 and 2023, stocks are entering a phase in which the market narrative is focused on interest-rate-stability--as an inflation, we believe, comes down further. ...

Discord In The Opec+ Oil Patch

Despite a heavy lobbying effort to cajole OPEC+ members to agree to a unified cut in oil production, Saudi Arabia, the de facto leader of the energy cartel, was unable to orchestrate anything more than pledges on a 'voluntary' basis. ...

Anatomy Of A Market Rally

As the market appears to be taking a rest and consolidating its $2.7 trillion rally leading up to the Thanksgiving holiday, the historical pattern over the last five years suggests the shortened holiday week typically enjoys modest gains. ...