Money

Global inflation is on the way down, offering hope for startups and stocks

Published

2 years ago

October 23, 2023

ticker NEWS

In a recent analysis, Wilsons Advisory has asserted that global inflation pressures are showing signs of abating, despite the resilience of the US economy and mounting concerns about the worldwide oil price.

This development carries positive implications for both equities and bonds.

Wilsons strategist, David Cassidy, emphasized that the surge in inflation witnessed during 2021 and 2022 should be viewed as more transient than structural. Cassidy’s assessment suggests that, in the absence of a substantial energy shock, the global inflationary trend is expected to witness a significant downturn over the next 12 months, coinciding with a slowdown in the global economy.

Cassidy stated, “This should be supportive, all things equal, for both equities and bonds.”

While acknowledging the likelihood of slightly elevated inflation rates over the next 5-10 years compared to the period spanning from the global financial crisis (GFC) to the pre-pandemic era due to supply chain restructuring and energy transition expenses, Mr. Cassidy pointed out that the exceptionally high inflation levels experienced in 2021-2022 are likely a thing of the past. This is attributed to the normalization of supply chains and a gradual reduction in global excess demand.

Cassidy issued a word of caution, reminding investors that while their 12-month inflation outlook remains relatively favorable, they should not anticipate a linear deceleration. He also emphasized the importance of not disregarding geopolitical risks linked to global energy prices. Nevertheless, the firm’s fundamental stance remains one of anticipating a significant reduction in global inflation over the course of the upcoming year.

Money

Tech stocks slide as investors rotate into small-cap and value plays

Nasdaq drops 1.84% amid turbulent week; investors pivot to cyclical and value sectors from high-growth tech.

Published

9 hours ago

February 9, 2026

Harvey Vargas

Nasdaq drops 1.84% amid turbulent week; investors pivot to cyclical and value sectors from high-growth tech.

U.S. equity markets wrapped up a turbulent week with mixed results. The Nasdaq Composite fell 1.84%, marking its worst week for large-cap technology stocks since November, while the S&P 500 remained largely unchanged. Investors are weighing concerns about artificial intelligence and potential overinvestment in high-growth areas.

Meanwhile, smaller-cap and value-oriented stocks continued to add to their year-to-date gains. Market participants rotated into cyclical sectors that had lagged, reflecting a shift in investor sentiment and appetite for risk outside the traditional tech heavyweights.

Analysts say this rotation highlights the broader market’s evolving dynamics, as growth concerns collide with opportunities in underappreciated areas. Stay tuned for further developments as the market digests these trends.

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Money

U.S. markets mixed as tech slumps and Fed moves spark uncertainty

Mixed US equity results as tech stocks drop; market uncertainty rises amid Fed Chair change. Join Steve Gopalan’s insights on FX trends.

Published

3 days ago

February 6, 2026

Harvey Vargas

Mixed US equity results as tech stocks drop; market uncertainty rises amid Fed Chair change. Join Steve Gopalan’s insights on FX trends.

US equity markets posted mixed results as technology stocks fell, reflecting growing concerns about AI disruptions. The delay of key labour data has added to market uncertainty, especially with President Trump’s recent appointment of Kevin Warsh as Fed Chair.

Steve Gopalan from SkandaFX joins us to discuss how these shifts could influence monetary policy, corporate FX strategies, and the broader financial landscape.

We also dive into FX trends, euro-area inflation signals, and Australian dollar movements, exploring what these developments mean for investors worldwide.

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#USMarkets #TechStocks #FedPolicy #FXTrading #AIImpact #LabourMarket #CurrencyTrends #InvestingInsights

Money

Tech stocks and Bitcoin tumble amid market uncertainty and rising job concerns

Wall Street plummets as tech stocks and Bitcoin fall, raising concerns about job market and economic stability.

Published

3 days ago

February 6, 2026

Harvey Vargas

Wall Street plummets as tech stocks and Bitcoin fall, raising concerns about job market and economic stability.

Wall Street took a sharp hit Thursday as technology stocks and Bitcoin plunged, reigniting worries over the job market and global economic stability. Kyle Rodda from Capital.com breaks down how Alphabet and Qualcomm’s earnings may signal broader tech weakness.

Bitcoin’s recent drop also rattled crypto markets, with Coinbase shares falling sharply. Rodda explains how much of the decline is driven by market fundamentals versus shifting investor sentiment, and how rising AI expenditures are affecting investor confidence in tech.

The surge in unemployment claims, coupled with falling bond yields, is prompting concern over overall market stability.

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#WallStreetCrash #TechStocks #BitcoinDrop #MarketVolatility #JobMarket #InvestingTips #CryptoNews #Ticker