Monetary Policy Review: What the Market Really Expects
https://alaricsecurities.com/monetary-policy-review-what-the-market-really-expects/
Futures Rate as a Predictor of FED Actions Very often we hear people say rather casually, ‘The Fed will do X’ or ‘The Fed will not do Y’. Such statements may sometimes be more or ...
Why Must the US Housing Prices Plunge More Than 20%
https://alaricsecurities.com/why-must-the-u-s-housing-prices-plunge-more-than-20/
2022 was a terrible year for most investors. It was one of those years when both bonds and stocks went down. However, there is one market where investors did relatively well — the US housing market. ...
Why Business Spending Will Drive US (and Global) Growth in 2023
https://alaricsecurities.com/why-business-spending-will-drive-us-and-global-growth-in-2023/
US job openings as a market performance predictor They say that a picture is worth a thousand words, so let’s start with one vital statistic for the markets – the US Job Openings: The chart ...
Economic Outlook for 2023: Don’t Forget Your Sun Screen
https://alaricsecurities.com/economic-outlook-for-2023-dont-forget-your-sun-screen/
Actionable tips on how to navigate markets smoothly 2022 was one of the worst years for financial markets on record. It might not have been as bad as 2008, but came a very close second. ...
2023: How Great is the Risk of Deflation in the Eurozone
https://alaricsecurities.com/2023-how-great-is-the-risk-of-deflation-in-the-eurozone/
Our publication about 2023 inflation expectations for the US has attracted the attention of the media and investors. One intriguing question which we have received stands out in particular: ‘What does this mean for Europe ...
Top 5 New Year’s Resolutions for Your Investments
https://alaricsecurities.com/top-5-new-years-resolutions-for-your-investments/
A common myth about investing is that to be successful you have to possess superior insight into the market. It may be true that successful investors sometimes possess market insights. However, you can’t hope to ...
Dogs of the Dow this Year — Winners Next Year!
https://alaricsecurities.com/dogs-of-the-dow-this-year-winners-next-year/
Market overreaction is an opportunity for contrarian investors. For short-term reasons the ‘dogs’ are often down The Dogs of the Dow is an investment strategy which became popular in the early 1990s. In its original ...
Are Eastern European Bonds Way Too Undervalued
https://alaricsecurities.com/are-eastern-european-bonds-way-too-undervalued/
Bulgarian and Romanian Government Bonds are now cheaper than those of Greece At the end of September, the Bulgarian Ministry of Finance issued bonds with a maturity of 5.5 years, and the interest rate was ...
US Inflation in 2023 at 1.3%?
Is the FED Wrong Again
https://alaricsecurities.com/us-inflation-in-2023-at-1-3-is-the-fed-wrong-again/
For the third consecutive time, Federal Reserve officials raised the interest rates by 75 basis points to fight the persisting inflation. It has reached its highest level since the 1980s. Agencies’ predictions for the following ...
Is META a Leaking Tire Kind of Stock or Just a Soft Tire
https://alaricsecurities.com/is-meta-a-leaking-tire-kind-of-stock-or-just-a-soft-tire/
What lies behind the huge meta plunge last week Facebook’s parent’s shares hit their lowest level since 2015 after Q3 2022 results Mark Zuckerburg is betting the house on the Metaverse, which might take a ...