Week in review Archives - 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...
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...
A Sharp Correction

A Sharp Correction

Market Summary A bruising week for growth investors as the market rotation continued. Rising inflation fears caused relatively dormant treasury yields to rise at the fastest pace in over three months. The rate of the most recent rise in yields rather than the overall...
Protection from Inflation

Protection from Inflation

Market Summary Sector rotation across the major US equity indexes took hold this week. A broadly upbeat fourth-quarter earnings season had powered Wall Street’s main indexes to record highs earlier in the week, but fears over an imminent inflation surprise...