by Charles Cheng, CFA     Causing a bit of market concern for investors in March, several banks in the US and Europe became financially distressed and required government intervention to prevent their problems from spreading throu […]

by Charles Cheng, CFA     As financial market looks to be making somewhat of a recovery from the lows of 2022, many investors may be looking for opportunities to increase their allocations in their portfolios.  For most investors, fina […]

by Charles Cheng, CFA     As 2023 and the Year of the Rabbit is upon us, many people are again making New Year’s Resolutions for themselves such as losing weight, quitting smoking, and building habits for self-improvement.  It’s also a […]

by Charles Cheng, CFA     If AI is indeed the next “Industrial Revolution”, one of the clearest current examples is in the capabilities of Open AI, the creator of GPT III, Chat GPT, and DALL-E. What follows will be an unedi […]

by Charles Cheng, CFA     With markets ravaged this year by the prospects of high interest rates, particularly in the US, the  November inflation data provided a welcome boost to equities.  October US CPI rose 0.4% and Core CPI ro […]

by Charles Cheng, CFA     High inflation and sluggish growth remain the outlook for world economies in October, following the latest round of economic data.  The OECD cut its forecast for global growth in 2023 to 2.2% from 2.8% pr […]

by Charles Cheng, CFA     The bounce-back in global equities sputtered with the release of higher-than-expected core inflation data and hawkish talk from the US Fed.  With the economy still slowly expanding amid the uncertainty of high […]

by Charles Cheng, CFA     The US reported no month over month increase prices in July, reassuring investors about inflation and, together with better than anticipated earnings numbers, sparked a rally in global stock markets.   De […]

by Charles Cheng, CFA     On July 13th, the US announced an inflation rate of 9.1% (5.9% core) year over year, higher than expected. Meanwhile, China GDP growth, announced not soon after, missed expectations at just 0.4% year over […]

by Charles Cheng, CFA     On June 14th, world equity indices dropped into bear market territory with both the MSCI World Index and US S&P 500 down more than 20% from their peak levels. This followed a greater than expected May […]

by Charles Cheng, CFA     Talk of recession has come back, following weak global equity markets and the negative US GDP results in Q1 2022, and earlier yield curve inversion. According to Google US search data, news references for […]

by Charles Cheng, CFA     Inflation is a major concern for USD and global investors again after hitting levels not seen in over 40 years. US CPI inflation hit 8.5% YoY in March 2021, the highest since December 1981, due to the rec […]