This piece is mainly about passing the peak – in economic growth and corporate earnings growth. I’ll also touch upon the FOMC due on 21-22 September. Click here to read more…
Read MoreWe are now in the second half of the year (or in Q3 in market short form). US stock markets are at all-time highs, a recurring feature of the last several months.
So, it’s quite natural to take stock, peer at the future and ponder as to where to invest, assuming you don’t listen to the bears, panic and sell stocks.
Read MoreThe debate about inflation continues to rage on.
US consumer prices continued to surge in June 2021, rising at the fastest pace since August 2008.
The CPI increased 0.9% last month from May, when prices rose at a 0.6% clip. From a year earlier, total CPI jumped 5.4% after rising 5% a month earlier. These rates were much higher than expected. Click to read more…
Read MoreIt’s the peak of summer in many places around the world. In Dubai it often hits the early 40s (centigrade not Fahrenheit!) and the word “sizzling” is overused on social media. It’s frankly not something that anyone looks forward to.
On the other hand, the Fed press conference (and the documents that are released prior to that) are much awaited segments of the calendar. Click to read more…
Read MoreWe talk of Fed meeting minutes (probably the most important minutes on Earth!), jobs reports, inflation dragons, tapering fears and finally the glittery yellow metal that seduces. Click to read more…
Read MoreInflation is rising fast across the world in food, energy, housing, materials etc. thanks to a mix of supply shortages and a post-pandemic surge in demand. Click to read more…
Read MoreThe CFA exams will not be held in many cities in India in May 2021, and November 2021 seems like the next chance. Hence candidates may suddenly have a lot of spare time on their hands. They may also fret that this delay will be a waste of time. Some may even start studying for another certification ( eg FRM).Click here to read more…
The European Central Bank (“ECB”), one of the most powerful central banks on earth, meets on Thursday 22 April.
A few related points on monetary policy (including ornithology!) and the stock market.
Read MoreLike stock trading apps you may already be familiar with, Coinbase shows you the current price and trends for cryptocurrencies, a look at your portfolio of holdings and news stories about the industry. Find out more in this post.
Read MoreThe FOMC completed its two-day deliberations on Wednesday. The usual Press Release (PRL) came out just prior to Fed chair Jerome Powell’s press conference at 1430 Hrs EDT on the same day. As is normal with September meetings the Fed also published its latest economic forecast. Below are my observations.
Read MoreAs most of you may have heard, the Level I CFA exam will move to a Computer Based Testing (“CBT”) format, starting in Feb 2021. I’d thought that the only change was the switch from the Paper Based Testing (“PBT”) format to CBT. But recently the CFAI revealed some significant changes in the new era of CBT. Most of the below content under “old” and “new” is based on information in CFAI emails and their website. The comments are my personal views and does not represent the views of CFA Institute or CFA Society Emirates….
Read MoreHere is Part 2 of my study tips to help you deal with the exam postponement. Be sure to read Part 1 here.
Read MoreStudy tips to help you deal with the exam postponement.
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