CPI Takeaway and What the Fed Decision Means
By John Lau, CPA, CFP®, M.S.(Tax) December 15, 2022 – CPI on Tuesday declined to 7.1% year-over-year – another sign of disinflation from the previous CPI reading at 7.7% (October) and 8.2% (September). While the CPI report makes the idea of disinflation more concrete, 7.1% is still much too high and Tuesday’s report really doesn’t […]
Will There Be a Santa Claus Rally?
By John Lau November 30, 2022 – In this month’s issue, I want to examine the five catalysts that could trigger a substantial year-end “Santa Claus rally”, and lay out two possible scenarios for markets: To do this, I have identified the five catalysts that could substantially move markets over the next few months: Inflation: […]
Was the CPI Report a Bullish Gamechanger?
By John Lau, November 16, 2022 – This is a question people are asking following last week’s CPI report and the big rally in stocks. I know many people read the Wall Street Journal and watch CNBC and Bloomberg Market News, so you knew that CPI had come in under expectations and stocks had surged. But can […]
Where Could the S&P 500 Bottom?
By John Lau October 20, 2022 – This morning, U.K. PM Truss resigned after less than a month in office, deepening the political and fiscal debacle in the U.K.—a debacle that pressured U.S. stocks to fresh lows less than a week ago! But it’s not just what’s happening in the U.K. that’s adding to this […]
Why Did Stocks Rebound Yesterday, and What Does It Mean for Markets?
By John Lau October 3, 2022 – Stocks staged a historic rebound yesterday (Thursday), as the S&P 500 went from down nearly 3% pre-market (after the CPI) to up nearly 3% by the close, completing a somewhat unthinkable 6% turnaround. Given this turnaround, I wanted to explain clearly and succinctly 1) Why it happened and […]