Jeremy Lau

The Prudent Perspective – April 2024

During the five-month period from November to March, the S&P rose 24%, reflecting confidence that inflation was finally on the decline, prices could get under control, and interest rates would be reduced.

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Meditative state of mind concept. Ai generative
Jeremy Lau

The Prudent Perspective – Q4 2023

The stock market is hitting new all-time highs on the expectation of rate cuts in 2024, yet reflationary factors may be emerging that could push back the timing of loosening monetary policy.

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