by Brandesign | Aug 4, 2023 | News
Market Synopsis – July 2023 The overvaluation of US equity markets The US equity market accounts for over 60% of global equity markets by capitalisation and has proven to be an important driver of global markets over the past decade. In June’s Market Synopsis, we...
by alex@integrityam.co.za | Jul 10, 2023 | News
How did we get here? In March 2020, the global economy was hit by a shock that left millions of people out of work. After a few weeks of commotion, central banks swiftly responded, reducing rates and increasing quantitative easing. In addition, governments implemented...
by alex@integrityam.co.za | Jun 5, 2023 | News
Forget about the debt ceiling With the US government forecast to hit the debt ceiling on Monday the 5th of June market anxiety has been on the rise. US Indices rise on as much of an utterance of deal resolution and fall in panic on the hint of no deal. Despite the...
by alex@integrityam.co.za | May 8, 2023 | News
Puzzling US unemployment trends If you have been paying attention to US job openings over recent months, you may be wondering why, as the number of job openings have trended lower, employment numbers have managed to remain strong. Your confusion is warranted....
by alex@integrityam.co.za | Apr 21, 2023 | News
The crisis in banking On the morning of Wednesday the 8th of March, Silicon Valley Bank (“SVB”) was a relatively unknown regional US bank. Later that day the bank would announce that it had sold over USD21 billion worth of securities, borrowed USD15 billion, and would...