(BLOG) Momentum reversal in stocks, small-cap headwinds, and India’s transformation

There is a lot to highlight this week, as there usually is when markets show signs of stress and investors hit the brakes. So far, most of the downward pressure is due to the disappointment with the inflation picture and the reduced likelihood that the Fed will deliver on an easing campaign later this year. …

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(BLOG) Market Tensions: Inflation, Commodities & Iran

Markets got a dose of reality this week. After a prolonged period of falling volatility and positive returns for risk assets, the narrative is changing. Rising tensions in the Middle East and higher-than-expected inflation in the US helped propel commodity prices higher and jolted interest rates and the dollar through significant technical resistance. Among the …

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(BLOG) (FORBES) Russia’s Failure To Reopen Nord Stream Pipeline Would Cripple Germany’s Economy

Russia has found alternate demand sources for its oil & gas faster than Europe could find new sources of supply. It may use its leverage to extract additional pain in the West by refusing to reopen the Nord Stream 1 pipeline that is currently shut down for “scheduled maintenance.” Click here to read the entire …

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