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Financial markets in transition: Navigating the bear steepening and earnings surprises

November 1, 2023

Strong start to Q3 earnings season, with major banks exceeding forecasts. However, the current financial landscape presents challenges, particularly with the bear steepening of the…

Why the Fed might delay interest rate adjustments and why IT is not in a bubble zone

October 2, 2023

The U.S. inflation situation remains uncertain, with the potential for another rate hike. Read how Signet adjusts portfolio strategies to navigate this intricate landscape.

Jigsaw puzzle and graph arrow growth up as an illustration of the potential interest rate hike to tame the US inflation.

The US inflation puzzle: Signet’s portfolio rebalancing strategy for uncertain times

September 5, 2023

The U.S. inflation situation remains uncertain, with the potential for another rate hike. Read how Signet adjusts portfolio strategies to navigate this intricate landscape.

Cooling inflation, surging equities: Mega caps driving 2023 market rally

August 1, 2023

The US economy shows positive signs with cooling inflation, boosting equities. With a strong consumer and solid job market, fears of a recession lessen.

Lower risk of recession, Fed’s rate hike decision looms… Will AI change the economy?

July 6, 2023

Explore the dynamics of the US economy, inflation, and the impending Fed’s rate hike decision, alongside the potential impact of AI on the economy.

Earnings, inflation, and the Fed: What does it all mean?

June 2, 2023

Earnings season proved better than expected. Inflation slowed. The Fed may be done with rate hikes. Read how Signet is positioning portfolios for the latest market developments and…