Falling CPI ex-shelter signals mild deflation, explaining the Fed’s pivot toward rate cuts and supportive…
“Table Mountain” vs “Matterhorn” = rates steady vs sharp cuts, with history pointing to earlier…
Peter and Roger on 2023 markets, the 2024 outlook and a possible major breakout in…
Weak bank stocks (KBW index) signal economic fragility, but cheap valuations offer rebound potential if…
UK grid batteries store cheap surplus power and sell it back at peaks, boosting energy…
Mega-cap tech dominance is masking weak breadth, but cyclicals could catch up if risk appetite…
Roger Hirst and Dr Michael Power explores US debt burdens and China’s foreign capital flows…
Tech and crypto rally lead market breakout
