Michael O'Connor, Holdun, Author at Holdun
2023 Outlook

2023 Outlook

Introduction Ah yes, the mind-bendingly difficult task of predicting exactly what will happen in the year ahead has rolled around once more. Understandably, everyone is searching for that sense of conviction that comes with having a clear vision of the future....
Buyer Beware

Buyer Beware

Stock Market Surge In recent weeks, we have seen a considerable rally in the stock market. Lower-than-expected inflation prints have been well received, resulting in the largest one-day rally in over two and a half years. Some of this exuberance can be attributed to...
Maximum Destruction

Maximum Destruction

Q3 MARKET SUMMARY Markets closed the books on one of the steepest September declines in two decades as historically high inflation, rising interest rates and recession fears ripped through investor sentiment. Despite a 50% recovery rally in July, equity markets ended...
How much worse can it get?

How much worse can it get?

MARKET SNAPSHOT S&P 500 3,693.2 -4.6% NASDAQ 10,867.9 -5.1% 10-Year Treasury 3.69% +24 bps Bitcoin* $18,802.10 -3.2% *Bitcoin performance tracked over a 7-day period ending 25th September 2022 Back-to-Back-to-Back The Fed confirmed their third consecutive 75 bp...