Getting back on track and looking forward

We are seeing some good short-term swings in many of our markets, which I hope many people are exploiting. Fortune favours the brave, especially the last couple months of the year.
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The post Getting back on track and looking forward appeared first on JP Fund Services.

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Yields Find Support

Last week was quieter than normal on the economic data side. The main focus remained Yields and the US Dollar. The Dollar was slightly lower on the week with the DXY down…

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Rate Cuts on The Horizon

Last week we had a slew of data from the US. We saw the CPI data print lower than expected which although was only a slight miss the market took a large reaction to. The market is no longer pricing in any further rate rises in the US and cuts are now more expected in 2024.

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Will the small shoots of recovery eventually bear fruit?

– or will they simply wither and die due to too much fertilizer? With decreasing interest rates, low levels of unemployment, a slight uptick in consumer spending and confidence, and even slightly weaker energy prices, there is no question that…
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The post Will the small shoots of recovery eventually bear fruit? appeared first on JP Fund Services.

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Risk Assets Rally Continue

Last week we saw a continued pattern of the previous week. Risk assets pushed higher with yields moving lower. The Dollar reversed some of the previous week losses. The FED hawkish statement supported the greenback and the DXY closed the week 0.7% better just below 106.

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Week of Central Banks

Last week despite the overshadow of the continuing war in Israel the market mood was lifted as Central Banks pushed the pause button and inflation continued to fall.

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Are they joking with us?

Everyone is talking, but nothing is changing! Real inflation is running at around 10%, and we are debating whether interest rates should move 0.25% one way or the other…
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The post Are they joking with us? appeared first on JP Fund Services.

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SBF and all your dough!

When FTX went down I was heavily criticized for not being too sympathetic towards those who lost money. Caveat Emptor, Let the buyer beware!
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We Live on a Planet of Innovative Sheep Who Wish to Graze in Peace

But sadly, the most prized innovations are those made to control or destroy the sheep. I am going off-topic this week because global events should not be ignored…
The post We Live on a Planet of Innovative Sheep Who Wish to Graze in Peace first appeared on JP Fund Services.
The post We Live on a Planet of Innovative Sheep Who Wish to Graze in Peace appeared first on JP Fund Services.

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