Michael O'Connor, Holdun, Author at Holdun
Do We Need to Fear Inflation?

Do We Need to Fear Inflation?

Market Summary More upbeat earnings, more market rotation, more tech woes. True to form, market participants continued to favour value and cyclical stocks despite a strong earnings season for many tech names. Inflation fears were dampened by a less than impressive...
Can Markets Go Even Higher?

Can Markets Go Even Higher?

Market Summary Another flat week for markets despite record-breaking earnings and continued signals of economic growth. The S&P 500 finished the week 0.04% higher, maintaining all-time high territory. Despite a more subdued end to the month, April was the fifth...
The Inflation Surprise

The Inflation Surprise

KEY TAKEAWAYS   Global Equities advanced in Q1 despite some short-term volatility as the vaccine rollout, and robust U.S. stimulus boosted sentiment Government Bond Yields jumped amid inflation fears, pushing bond prices lower Biden takes office and goes big on...
Tax the Rich

Tax the Rich

Market Summary Despite mostly positive economic indicators and strong earnings results, the major stock indexes finished marginally negative this week as rumors of a proposed tax hike in the U.S. spooked investors. Following a 7% run over the prior few weeks, the...