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While we some recovery from the shock of 75bp rate hike, I doubt is sustainable with inflation still so high. I won’t be surprise they kisiao again with another 75bp hike. What do you think? Should we avoid US market for now? Should we heavy weight on precious metal commodities and China Market?
Seems like Fed will keep increasing till inflation is manageable
This might take some time
Will use this oppo to continue accumulating both markets
Commodities wise. I’m not too sure. Need to see any experts out there for adviseWith the latest inflation numbers released, i seriously doubt that the FED will be aggressive hiking rates going forward. Not to forget, asset prices depression is also another factor that will curb demand and eventually, bring inflation down.
I believe investors should look at the statistics and historical data to make some informed decisions. In the last 96 years, there were only 6 instances that the S&P closed more than 20% down. I had written about this and provide the link below.
Long term investors should look at buying some big tech names that is trading at a more fair valuation compared to 6 months ago. Names in the space that i personally am looking at are AAPL, AMZN, GOOG, MSFT, META, IBM, INTC.
As for commodities, i am actually bearish about it. I wrote about this, more on CPO prices back then towards the end of April and i attached the link for your reference.
I am attaching my views on Gold, another commodity that i have written about one year ago for your reading pleasure.
Gold hitting resistance, time to short gold at multi-year high?
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