TEAM Talk
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Electric Vehicle Sales Surge
Markets moved back onto the front foot last week, encouraged by some better than expect economic dat...
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US Recession Expectations
Insightful summer survey results recently conducted by Jim Reid and the team at Deutsche (400 FM res...
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Higher Interest Rates Unsettle Investors
The early summer rally ended abruptly last week after central banks warned more interest rates hikes...
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Batting Averages: Stocks and Bonds
Summary snapshot below of the absolute performance of Stocks vs Bonds over the past 152 years (1871...
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Global Stocks Extend Summer Rally
Global stocks rose for a fourth straight week as investors shrugged off the prospect of higher inter...
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Bifurcated
On the LHS is not the share price of a MEME stock but illustrates the recent parabolic move in the y...
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The Domino Effect
500 basis points of cumulative US interest rate hikes in a little over a year eclipses the speed and...
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Rangebound
Markets struggled to make significant headway for the third week in a row. All major developed marke...
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What the US economic data is telling us right now
That the Fed took the decision to enact a further 25 basis point rate hike, after the banking turmoi...
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TEAM Investment Review & Outlook 1st Quarter 2023
Headline returns over the reporting period disguise to some degree what has been another extraordina...