My Thoughts on Current Events
3 Sep 2024 13 minute read 0 comments Perfectionist25
Powell finally gave up and said we will lower interest rates. Of course, the rote learners immediately came out and started saying that whenever the FED lowers interest rates, the American economy goes into recession, the markets crash, buy and get r...
31 Aug 2024 4 minute read 0 comments Perfectionist25
Last week, the Jackson Hole event, where central bank governors came together, was the most talked about event in global markets. Powell's statements last Friday indicate that the two-year fight against inflation is nearing its end. During this proce...
29 Aug 2024 7 minute read 0 comments Perfectionist25
When I examine the average movement of the S&P 500 index over the last 25 years, we are currently in such a time that "Sell in May goes away" is not a very valid rule. What is really valid is, after all, this is a statistic. Because it is based on re...
21 Aug 2024 3 minute read 0 comments Perfectionist25
The New York Stock Exchange closed with a decline. The stock markets, which recovered from the sharp sell-off in early August with positive data last week, closed yesterday's trading day with a decline. In money markets, it is considered certain that...
19 Aug 2024 5 minute read 0 comments Perfectionist25
This week, of course, the most important topic is the speech that FED Chairman Powell will give at Jackson Hall on Friday, I will try to tell you my expectations about it. My expectations about the general course of the stock market will also emerge...
18 Aug 2024 7 minute read 2 comments Perfectionist25
Global stocks had their best week since November. As recession concerns fade, we see volatility easing. The S&P 500 index ended the week up 3.9%, breaking a four-week losing streak, and rose 0.2% on Friday, its strongest performance since November. J...
17 Aug 2024 2 minute read 3 comments Perfectionist25
The retail sales data I was anxiously waiting for came out very well. So it's a bit hard to understand how it's happening. The market was expecting a 0.4 increase, but it came out at 1%. In other words, while the prices of many products went down in...
12 Aug 2024 8 minute read 2 comments Perfectionist25
Most of last week was extremely volatile. On the first day of last week, the Japanese Central Bank suddenly made statements about reducing bond purchases. The market perceived this quite hawkishly and when the Japanese Stock Exchange suddenly sold by...
9 Aug 2024 4 minute read 0 comments Perfectionist25
The general perception injected into the market started as recession pressure, but it is not like that. It started with the story of the carry trades that started with the interest rate hike in Japan on Friday and opened with negatives of up to 12-14...
6 Aug 2024 3 minute read 0 comments Perfectionist25
When we look at the markets, the Japanese Yen continues to have an effect. For a long time, loans drawn from Japan were entering risky assets around the world. However, as a result of BOJ’s surprising interest rate hike of 0.15 basis points instead o...
