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Tag: Equities

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JP’s Journal: Storm in a Teacup

When mainstream national newspapers start writing about the yen carry...

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Is the US Economy in Recession?

The increase in the US unemployment rate in July triggered...

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Vendée Globe 2024/25: The Countdown Commences

It is now only three months to go to the...

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Japan: The Butterfly Effect

Japanese equities have just experienced one of their biggest ever...

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JP’s Journal: A week is a Long Time…

“A week is a long time in politics”, a phrase...

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No Rate Cut Yet, But the Clouds Are Parting

Fed officials again kept the federal funds rate at 5.25–5.50%....

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Double Take on China: Entrepreneurship

The impact of the rise and fall in state policy...

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Summer Update: Refreshing the Central Case (and Some of the Risks)

The last few weeks have brought plenty of new data...

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Looking Back at Equity Factors in Q2 2024 with WisdomTree

Key Takeaways Growth, Momentum and Quality continued to do well...

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Equity Rotation & The Debt Wall: What Investors Should Know

We discuss two risks investors face: 1) the increased risk...

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