Tina Fong

Sep 19, 2024 | estrategiasdeinversion.com | Tina Fong |Ben Read

Históricamente, cuando la inflación estadounidense se aproxima al objetivo del 2% fijado por la Reserva Federal (Fed), el estilo momentum y los valores tecnológicos han mostrado, por lo general, un comportamiento más sólido. Sin embargo, es importante señalar que este es sólo un elemento de todo el escenario general. La caída de la inflación da margen al banco central para recortar los tipos.

Jun 25, 2024 | bluechipdigital.co.za | Tina Fong |Ben Read

The sharp fall in US inflation during 2023 raised hopes for aggressive interest rate cuts by the Federal Reserve (Fed). But since then, the market has gone from discounting between six to seven rate cuts to barely two. With economic growth proving to be more resilient and inflation higher than expected, rate cut expectations have been dialled back.

Jun 21, 2024 | bluechipdigital.co.za | Tina Fong |Ben Read

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Jun 11, 2024 | estrategiasdeinversion.com | Tina Fong

Es posible que los inversores tengan que replantearse cómo posicionan sus carteras si la inflación retrocede según lo previsto para este año y el 2025. La fuerte caída de la inflación estadounidense durante 2023 suscitó esperanzas de agresivos recortes de los tipos de interés por parte de la Reserva Federal (Fed). Pero desde entonces, el mercado ha pasado de descontar entre seis y siete bajadas de tipos a sólo dos.

Dec 7, 2023 | bbrief.co.za | Tina Fong

Tina Fong | Strategist | Schroders South Africa | mail me |Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market. Ongoing talk of the risk of recessions is prompting questions about the strength of the relationship between economic growth and corporate earnings. Corporate earnings are one of the key drivers of equity returns.