The Old Man and the Markets

Since the beginning of this year (see my report on January 18th), in addition to Gold, I have also suggested that people look into commodity markets, specifically copper, aluminium, corn, wheat, and Natural Gas, and consider buying these products on any further weakness.
The post The Old Man and the Markets first appeared on JP Fund Services.
The post The Old Man and the Markets appeared first on JP Fund Services.

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BoJ Intervenes to Shore Up Yen

Last week we saw a reversal of the dollar strength which saw once again market expectations of 2 or more rate cuts in 2024 back on the table. With disappointing job numbers and a less hawkish than expected Powel the dollar tumbled away its gains and stock markets were buoyed.

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Time to stop cheering the wrong people! You can’t trust anyone!

This week, I aimed to delve into the potential risks posed by Black Rock and examining how they’ve reshaped the narrative surrounding Bitcoin, ultimately leveraging their financial and political clout to potentially impact the industry detrimentally.
The post Time to stop cheering the wrong people! You can’t trust anyone! first appeared on JP Fund Services.
The post Time to stop cheering the wrong people! You can’t trust anyone! appeared first on JP Fund Services.

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Yen Collapse; FOMC in Focus

Last week we saw the expected de-escalation in the Iran – Israel war and a risk on rally ensued. The Yen had sharp sell off. Firstly, the BoJ kept rates unchanged, and a dovish tone then compounded the fall closing the week through 158.

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Beware the Social Media Mirage

Beware the Social Media Mirage: Navigating Capital Markets Amidst the Influencer Deluge: In the age of the internet, information flows like a mighty river, but amidst its torrents lie treacherous currents. Nowhere is this truer than in the realm of capital markets…
The post Beware the Social Media Mirage first appeared on JP Fund Services.
The post Beware the Social Media Mirage appeared first on JP Fund Services.

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What on Earth is Normal?

“Normal” is a massive word that means very little. I hear people talking about a return to normal levels of inflation, but when I was a young guy, the normal rate of inflation was around 10%. So, when people today talk about inflation getting back to normal, do they mean 10% or 2%?
The post What on Earth is Normal? first appeared on JP Fund Services.
The post What on Earth is Normal? appeared first on JP Fund Services.

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Let Them Eat Cake!

As much as we want to see Central Banks reduce interest rates until they are back below 2%, it’s a massive ask in the current economic environment. Our natural optimism and love of history repeating…
The post Let Them Eat Cake! first appeared on JP Fund Services.
The post Let Them Eat Cake! appeared first on JP Fund Services.

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Inflationary Pressure Resurfaces

Last week the US Dollar remained in a tight range as other geopolitical news took the fore. Oil prices surged along with metals such as Copper reigniting inflationary warning signs which could leave central banks powerless to reduce rates in the coming months.

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Inflationary Pressure Resurfaces

Last week the US Dollar remained in a tight range as other geopolitical news took the fore. Oil prices surged along with metals such as Copper reigniting inflationary warning signs which could leave central banks powerless to reduce rates in the coming months.
The post Inflationary Pressure Resurfaces first appeared on trademakers.

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