Money

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

Published

2 years ago

October 23, 2023

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

Australia’s inflation report and Nvidia earnings impact explained

Australia’s inflation report sparks market shifts, influencing interest rates, the Aussie dollar, and investor sentiment amid Nvidia’s earnings.

Published

6 days ago

February 26, 2026

Harvey Vargas

Australia’s inflation report sparks market shifts, influencing interest rates, the Aussie dollar, and investor sentiment amid Nvidia’s earnings.

Australia’s latest inflation report is creating waves across the market, with questions about interest rates, the strong performance of the Aussie dollar, and the uneven nature of the stock market rally. Investors are watching closely as changes in carry trade risks this month add another layer of complexity.

David Scutt from StoneX discusses what these shifts mean for trading strategies and the broader economic outlook. He provides insight into how underlying factors are shaping investor confidence and market dynamics.

On the tech side, Nvidia’s upcoming earnings are expected to influence AI development and the broader tech sector. Coupled with trends in SaaS and bitcoin price action, these movements are signalling how investor sentiment is evolving in a fast-changing landscape.

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#AustraliaEconomy #InflationReport #AussieDollar #NvidiaEarnings #AIInvesting #StockMarketNews #BitcoinTrends #SaaSInsights

Money

U.S. stocks rally as AMD, Home Depot, and AI software lead gains

U.S. equities rose as AI disruption fears eased, with Home Depot, AMD, and DocuSign driving tech stock gains.

Published

7 days ago

February 25, 2026

Harvey Vargas

U.S. equities rose as AI disruption fears eased, with Home Depot, AMD, and DocuSign driving tech stock gains.

U.S. tech stocks surged as investors’ fears over AI disruption eased. Advanced Micro Devices jumped 9% after Meta announced a multiyear deal to deploy AMD’s graphics processing units for AI data centres. The move highlights growing corporate confidence in AI infrastructure investments.

DocuSign also rose 3% following Anthropic’s confirmation that Claude Cowork can integrate with DocuSign, Google Drive, and Gmail, signalling stronger adoption of AI tools across industries.

The iShares Expanded Tech-Software Sector ETF climbed 2% despite remaining over 30% below its 52-week high, showing tech stocks are recovering but still have room to run.

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Money

Stocks tumble amid AI concerns and Trump tariff update

Dow drops 800+ points as AI and trade worries hit tech and retail stocks; bonds rise amid market volatility.

Published

1 week ago

February 24, 2026

Harvey Vargas

Dow drops 800+ points as AI and trade worries hit tech and retail stocks; bonds rise amid market volatility.

Stocks plunged sharply as concerns over artificial intelligence and trade tensions rattled investors, sending the Dow down more than 800 points. Heavyweights like American Express, Goldman Sachs, and JPMorgan were key contributors to the drop.

Software companies were hit particularly hard after a report suggested AI could impact economic growth, triggering further losses across tech shares.

Trade-sensitive retailers including American Eagle Outfitters, Ralph Lauren, and Yeti Holdings also faced setbacks as market uncertainty spiked. Bonds, meanwhile, rallied as investors sought safety in a volatile market.

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