Switzer on Saturday

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Why stock prices are not giving in to gravity…

It has been a losing week for stocks and Wall Street only just defied this trend at the close on Friday. Part of the negativity is the uninspiring profit story coming out of US reporting season, but who really should be surprised about that, with the Fed turning the thumbscrews on the economy with its aggressive interest rate strategy?

Peter Switzer · April 22, 2023

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Switzer on Saturday

Victory on inflation is near. Now, what about a recession?

It was a positive week for US and local stocks with the S&P500 up 1.28%, while we added 1.72% with the S&P/ASX 200. Friday brought a bit of negativity but there were some pluses that could be added to the improving inflation story.

Peter Switzer · April 15, 2023

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Switzer on Saturday

Are interest rate rises over? They should be!

Despite the fact that the big three US market indexes ended in positive territory overnight, this is the big question for investors right now: just how bad is this banking crisis?

Peter Switzer · April 8, 2023

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Switzer on Saturday

The banking crisis black clouds are dissipating

Despite the fact that the big three US market indexes ended in positive territory overnight, this is the big question for investors right now: just how bad is this banking crisis?

Peter Switzer · April 1, 2023

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Switzer on Saturday

This bank crisis is the black cloud that has to disappear!

Despite the fact that the big three US market indexes ended in positive territory overnight, this is the big question for investors right now: just how bad is this banking crisis?

Peter Switzer · March 25, 2023

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Switzer on Saturday

Is this the banking crisis we had to have?

t was a weird week in many ways and what happened has left a number of experts with egg on the faces.

Peter Switzer · March 18, 2023

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Switzer on Saturday

Better jobs data trumped by a US bank failure!

Trading on Wall Street overnight reminded us that the Star-Spangled Banner national anthem of the United States boasts or warns that we’re talking about “the land of the free and the home of the brave.”

Peter Switzer · March 11, 2023

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Switzer on Saturday

STOCKS NEED A GOOD WEEK FOR US INFLATION

This week has been a week of unusual developments – a case in point is the unravelling of Labor’s plans for our superannuation!

Peter Switzer · March 4, 2023

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Switzer on Saturday

Stock markets are negative but they could get worse!

Unfortunately, the US received another inflation indicator — the PCE, or more formally, the personal consumption expenditure price index, which came in higher than expected […]

Peter Switzer · February 25, 2023

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Switzer on Saturday

Data is delaying the spike in stocks!

Last year was dominated by persistent pessimism but this week showed that possibly over-the-top optimism is the investing theme for 2023.

Peter Switzer · February 18, 2023