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After falling over 50% from peak to trough, Chinese equity markets may have already seen their bottom. Yet, further government support for the property market will likely be needed to give this bull market additional legs given the headwinds that the economy faces.
The “real” yield on 10-year U.S. Treasury bonds (yield minus the rate of inflation) has tended to stay at unusually low levels since the 2008 Global Financial Crisis. If real yields revert to longer-term averages, bond yields may trend higher going forward.
While the U.S. stock market has enjoyed a strong rally, many overseas markets have posted similar or even better gains since the end of 2022. Most notably, the Japanese stock market has finally recovered from its peak levels of 1989 and appears poised for further gains.
The S&P 500 has risen in 14 of the 15 weeks since October 27, 2023. What’s been the historical pattern of returns after such a significant increase in stock prices over such a short period?
Learn why Veritas believes the investment case for Kweichow Moutai is as strong as its liquor’s fiery taste.
A year ago Mike Schroer, CFA, wrote “What Happens When Inflation Peaks?” in which he noted that historically, when the inflation rate peaks at levels over 5%, the stock market tends to perform well going forward.
Tweedy, Browne Company reflects on 30 years of the Tweedy, Browne International Value Fund, shares how momentum in their story began, and why it is just as relevant in today’s market.
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