Another really notable trend around this time of the year is USD weakness. This is due to some taxation reasons that regularly sees USD flows out of parent US companies into daughter companies around year end. So, the USD does…
There is a big question in markets right now about whether or not the Fed futures rate curve is a fair reflection of what it to come for the US. Are investors too complacent about a retreat from US peak…
There has recently been a string of news for Walt Disney Shares. Walt Disney cruise line is set to return to tropical destinations in the Bahamas, Caribbean, & Mexico in early 2024. Furthermore, Shanghai Disneyland was due to re-open on…
The outlook for the Federal Reserve is mixed. On one hand the US economy could be heading towards a recession next year. The November FOMC minutes stated that it was the ‘base case’. Slowing business activity, the cost of living,…
To borrow a phrase from a soliloquy in Shakespeare’s Prince Hamlet, ‘To pause or not to pause’, is the question investors have been toying with coming into Wednesday’s Fed meeting. Analysts are generally quite divided on what the Fed will…
So, after the Fed took a more hawkish stance at their November meeting, with higher interest rates expected, albeit at smaller increments, is this now the time to look for recession busting stock? A really helpful tool that Seasonax has…
Why is silver demand expected to rise sharply in India? Quite simply, because of pent up demand post Covid. Supply chain issues and falling demand meant silver demand was pressured in 2020 and 2021. However, according to Bloomberg silver sales…
The reasons for USD strength have been well documented this year as the Fed took a hawkish policy stance to control surging US inflation, and safe haven bids also boosted the USD. However, last week saw a big rise in…
Last week Walt Disney earnings missed expectations. Sales, at $20 billion, came short of projections by $1 billion. Earnings fell to 31 cents per share, missing the average of 51 cents from analysts surveyed by Bloomberg. On the announcement Disney…
