FLCH News and Press, Franklin FTSE China From 05/27/24

2024-05-27 14:00:00 ET Summary The trend of private equity firms acquiring publicly-listed companies only magnifies the opportunities in public equities. AI opportunities are indeed multifaceted, presenting both real opportunities and real risks. When looking at commodity mini...

2024-05-27 11:33:00 ET Summary China's recent property policy measures resemble successful actions taken in 2008 and 2015, which led to property market recoveries. The new measures resemble the successful policy actions of 2008 and 2015, both of which led to "V" shaped property re...

2024-05-27 10:32:44 ET Summary Nvidia's stock surged 15% this week, boosting market capitalization to $2.619 TN - or 62 times earnings and 32.9 times revenues. As is typically the case, policies and speculation strategies that take U.S. finance by storm soon permeate the world. ...

2024-05-23 03:20:00 ET Summary Trade wars are in the headlines again, with the US imposing new tariffs on an array of Chinese products. Tariffs change the relative cost of products, which influences supply and demand and can have a big effect on a business. Equity investors wi...

2024-05-22 12:30:00 ET Summary Recent data indicates the US economy has been cooling modestly and disinflationary progress has resumed, which should help hasten the start of rate cuts. There is a significant amount of cash that is likely to start moving to stock and bonds once the...

2024-05-21 13:30:06 ET After a long downward move in the Hang Sang Index ( HSI ) which was recorded all throughout 2023 and the early part of 2024 it has since rebounded and Goldman Sachs stated that it may have more room to run.... Read the full article on Seeking Alpha ...

2024-05-20 10:50:00 ET Summary Whatever traders and investors were focused on last week, the result was a drop in interest rates across the curve, with the 10-year Treasury yield dropping by about 8 basis points. Over the last month, with the 10-year yield down a little over 16 ba...

2024-05-20 09:35:00 ET Summary American consumers, often seen as a bellwether for the global economy - have been largely resilient and healthy despite sticky inflation and higher interest rates. Can this resilience continue as difficult market conditions persist? At a high lev...

2024-05-20 05:47:00 ET Summary With a 3.9% unemployment rate and still 8.5 million job openings, what is the probability of ongoing elevated wage gains perpetuating second-round inflationary effects (especially in rents and housing)? The fundamental predicament today is Monetary D...

2024-05-16 12:30:00 ET Summary The move shows central banks aren’t waiting for the Federal Reserve to cut rates, and it indicates confidence that the European Central Bank will cut in June. The Eurozone Services Purchasing Managers’ Index hit an 11-month high in Apri...