by Paul Hoenck | Nov 29, 2021 | Markets |
This note was written on 25 November 2021, before the Omicron variant was reported on widely. In short: · Inflation reaches 30-year highs, but has been a complex and evolving process · The Fed’s asset purchase tapering looks likely to be accelerated...
by Paul Hoenck | Oct 29, 2021 | Markets |
In short: · The global energy crunch is weighing on growth forecasts · Inflation expectations finally surge higher · Central banks expected to outline tapering schedule soon At the time of writing this note, WTI and Brent Crude futures are up...
by Paul Hoenck | Sep 29, 2021 | Markets |
In short: Evergrande missed offshore bond interest payment, another is due this week. Fed sets the stage for November taper and rate hikes are on the horizon. A global energy crunch is contributing to higher bond yields. The key story driving markets this month was...
by Paul Hoenck | Sep 20, 2021 | Markets |
Since the development of the Covid vaccines, we have taken a constructive view on equities. While equity valuations were high, they were justified by an expected recovery in earnings. With the second quarter earnings season behind us, have we been justified in our...
by Paul Hoenck | Sep 1, 2021 | Markets |
Welcome to this August 2021’s “CIO Office Monthly”, a new newsletter where Parkview’s CIO team offers their thoughts on global markets and provides their perspectives on what might be coming next. In short: In the US and Europe, investors continue to...
