Investors tend to view dovish monetary policy actions favorably — and that certainly was the case last week as the global
equity markets rallied on the ECB news.
Not exact matches
That data raised a fresh round of questions about how the Federal Reserve will proceed
on further cutting back
on its massive monthly bond purchases, which have kept long - term rates low and encouraged a strong
rally on equity markets.
«
Equities have been in a
rally mode and with the technical picture for oil becoming bullish in the short term, we have a risk -
on trade in crude,» said Chris Jarvis at Caprock Risk Management, an energy
markets consultancy in Frederick, Maryland.
And
on Tuesday, most Asian and European
equity markets rallied.
Stock
markets have been
rallying for months in anticipation of sharply lower tax rates for corporations, with Wall Street's three major
equities indexes closing at record highs
on Friday.
«The government intervened
on the way up; they tried to avoid a bubble when the
market was
rallying quite quickly,» Herald van der Linde, head of Asia
equity strategy in Hong Kong for HSBC, said Tuesday in a telephone interview.
The U.S.
equity markets started the day
on a down note and spent most of the session in negative territory, but a late afternoon
rally helped erase most of the earlier losses.
As bond yields surged
on Friday, high - yielding segments of the
equity market such as utilities and REITs came under the most pressure, which shows that it won't take much of a rise in yields to derail their
rally.
Why the stock
market is unimpressed by the best first - quarter results in 24 years Rather than
rally on the back of upbeat results, the main
equity benchmarks have sulked lowerThe stock
market isn't impressed!
By Claire Milhench (Reuters)- Investors raised their
equity holdings in April from March's five - year lows, taking the view that the global stock
market rally will continue as long as central banks maintain their loose monetary policies, a Reuters poll showed
on Friday.
I last rated the Divided Champions
on October 23rd, when the US
equity market was in the midst of a nice October
rally.
On the crypto front,
markets failed to sustain a mid-week
rally as correlation between
equities and digital assets intensified.
Major Asian
equity markets pointed higher
on Monday, extending a New Year's
rally and shooting for new all - time highs.
The other leg is based
on the performance the
market or a stock
market index this leg is gem
rally called the
equity leg.
After The Close - The U.S.
equity markets started the day
on a down note and spent most of the session in negative territory, but a late afternoon
rally helped erase most of the earlier losses.
While the prospect of higher interest rates will keep investors
on edge, it's not like we're returning to double - digit levels or the Fed is moving its terminal rate.So even the uptick in ten - year yields to 3 % or even 3.25 % is unlikely to kill the
equity market rally as the benefits from fiscal stimulus should continue to feed through the
markets.
Equity markets have
rallied further, while credit spreads
on bonds have narrowed.
Following one of the worst periods for value
on record, and with the style still trading at significant valuation discounts even after a nascent
rally, we believe there is cause for cautious optimism, and that «value unbound» describes the most compelling opportunity in
equity markets today.
During a CNBC interview
on Sept. 24, 2010, Tepper predicted that either the
market would
rally on strong fundamentals or the central bank would inject more liquidity into the financial system to boost
equities.
The broad
rally in global
equity markets this year was based
on an increasingly synchronized recovery in most economies, with many reaching full - employment performance.
In a phone interview with the folks at Bloomberg, he explained that many investors have been surprised by the significant under - performance of emerging
market equities in the global «risk -
on»
rally.
Right now we are somewhere between 1 / 6th and 1/3 hedged, which means we're still «rooting» for
markets to go up: if
markets rally we will be underwater
on the hedges but will still be net - long
equities even apart from the fixed - income safety net.
Following one of the worst periods for value
on record, and with the style still trading at significant valuation discounts even after a nascent
rally, we believe there is cause for cautious optimism, and that «value unbound» describes the most compelling opportunity in
equity markets today.
After one of the best quarters ever for Sparinvest's global value
equity strategies, the team considers reasons for the
rallies in the European and Japanese
markets and highlights some of the benefits of active investment — including a focus
on ESG risks - which passive investing is unable to offer.
Emerging
market equity funds stood out
on the
equity side with a category return of 3.64 % while the long government bond category
rallied and closed the month up 5.83 %.
In turn, the
equity markets rallied to close the month at all - time highs
on Halloween day.
Which is a terrifying reminder of the underlying economic reality since then — in the absence of trillions of monetary (& fiscal) stimulus, and the bond &
equity market rallies they've induced, quite obviously something more like (or even worse than) Japan's lost decade (or two) would otherwise have been
on the cards (& might still be)...
Stocks
Rally on Increased Demand for Risky Assets Global
equity markets are rising overnight as traders increase demand for higher risk assets.
I last rated the Divided Champions
on October 23rd, when the US
equity market was in the midst of a nice October
rally.