Monday, October 5, 2020

WSJ: What Is the Output Gap?

 By SIMON CONSTABLE

Investors might start hearing a lot more about the output gap, an obscure metric Wall Street professionals historically have used to predict changes in Federal Reserve monetary policy and the potential for an increase in inflation. 

Using it, however, can be more art than science. Read more here.


Wednesday, September 30, 2020

Forbes: Recent Precious Metals Dip A Buying Opportunity

 By SIMON CONSTABLE

The recent fall in gold and silver prices could present a buying opportunity for those wishing to invest in precious metals for the medium and longer term. Read more here.

Forbes: Barclays -- ‘The End Of The City Is An Urban Myth’

 By SIMON CONSTABLE

Reports of the death of cities are much exaggerated. 

Yes, it is true that New York City and other major metropolitan areas have seen some problems lately, but overall it may be more of a media circus than reality, according to a recent research report from UK-based bank Barclays. Read more here.


Forbes: Goldman -- Democrat Sweep Would Be A Positive For Stocks

By SIMON CONSTABLE 

A sweeping victory by the Democrats in early November would be positive news for the stock market, according to a recent report from New York-based bank Goldman SachsRead more here.

Korn Ferry: Remember Brexit? The Drama Is Back

 By SIMON CONSTABLE

For many people, 2020 is synonymous with the COVID-19 pandemic, a brutal election campaign in the United States, and ongoing tension between the US and China. But there’s one major event that seems to have slipped from the radar: Brexit, Britain’s historic exit from the European Union. Read more here.

Thursday, September 10, 2020

Korn Ferry: Scary Times for the Stock Market

By SIMON CONSTABLE

Coastal residents from Florida to New York can start to rest a little bit easier from fears of being battered by tropical storms. But for investors, that’s just when things can tend to get a bit rougher in the stock market.

Stocks have historically seen tumultuous times during October, and that’s something no savvy investor should ignore. “October is a scary month,” says Sam Stovall, chief investment strategist at the financial research company CFRA. Read more here

Forbes: Stocks Still In Bull Market, Pullback Presents Buying Opportunity, Analyst Says

 By SIMON CONSTABLE

“[W]e think this decline will represent an opportunity to buy rather than a reason to bail,” states a recent report from Sam Stovall, chief market strategist at New York-based financial research firm CFRA. Read more here.