So we have zeroed in on the 2019 market themes but what about 2019 top market trends that shaped the year and could continue doing so into the next decade? The 2019 top market trends likely to reshape business and society going forward is based on a recent research report by McKinsey Global Institute. Globalization in transition was one of the top 2019 market trends Globalization is being reshaped and supply chains are shifting notes...
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As the year draws to a close, on not just another year but also a decade, it’s appropriate to take a look at the 2019 market themes. One of the major 2019 market themes was the Fed chair Powell Put The Fed’s 180-degree policy U-turn from monetary policy normalization, also known as monetary accommodation to monetary easing in 2019 triggered the risk-on trade. Fed Powell Put was one of the major 2019 market themes, which...
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The $3 trillion daily Repo market isn’t usually on the investors’ radar until the Repo market blew-up in mid-September when the Repo rates spiked to 10%. For the financial system, the severity of a sharp rise in the cost of a $3 trillion short-term lending market is similar to a major electrical substation of the city failing. A crisis in the Repo market would spread to other tentacles of the financial system, with the...
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Contradictory data ultimately results in a blurred picture for investors. Data watchers are currently being bombarded with contradictory data, which is when two or more statistics and facts imply that the opposite is true. Did anyone notice the contradictory data in the recent upbeat US jobs growth report and dismal manufacturing survey? The best US jobs growth report in half a century doesn’t jibe with the worse manufacturing...
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The public and private sector can borrow lower than the historic average in a low-interest-rate environment. So in troubling economic times, the central bank implements a monetary easing policy that fosters a low-interest-rate environment. In theory, a low interest rate environment stimulates investing and spending, thereby boosting economic activity. That’s a school textbook theory of monetary easing in a nutshell. But a case...
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