Miriad Group

14/12/2023

US Rate cycle, cheapest investment funds

Day Ahead… Jay Powell's early Christmas gift has certainly been welcomed by markets with the US rallying to close >1% firmer overnight. The positivity has filtered through into Asia with HK, Auz & the Kospi all trading >1% firmer. The ECB, BOE and SNB are all expected to stand firm today, like the...

05/12/2023

Morning Coffee 24.11.2023

24.11.2023 US Wrap… (closed) ESA: +0.05% US equity index futures traded little changed on Thursday, with cash markets closed for the Thanksgiving holiday. An 8.7% surge in November has set the S&P 500 on course for its best month since July last year. The seven largest stocks now account for more ...

04/12/2023

Morning Coffee 27.11.2023

Top News: U.S. stocks closed higher on low volume trades… U.S. stocks closed higher, with low volume and conviction as investors watched the start of the seasonal shipping season for signs of consumer resiliency. European stocks closed lower after weak German growth data – data released earlier ...

04/12/2023

Morning Coffee 4.12.2023

US Wrap… SPX: +0.59% NDX: +0.31% INDU +0.82% ESA: -0.15%

US equities finished the week off on the front foot notching their longest winning streak since June following last months blistering rally, as shares of interest-rate sensitive Big Tech companies and chipmakers recovered from early losses after Fed Chair Jay Powell said policy was "well into restrictive territory."

https://miriadgroup.com/morning-coffee-4-12-2023/

03/12/2023

Morning Coffee - 29.11.2023

US Wrap… SPX: +0.10% NDX: +0.30% INDU +0.24% ESA: +0.16% US markets nudged marginally higher overnight after oscillating between gains and losses for most of the trading session. Chipmaker shares came under pressure after the largest maker of computer memory semiconductors in the US warned of high...

01/12/2023

Morning coffee 30.11.2023

US Wrap… US WRAP... SPX: -0.09% % NDX: -0.14% INDU +0.04% ESA: +0.16% US equities gave up early gains on Wednesday to finish modestly lower as Big Tech shares pulled back following a historic November rally. Cleveland Fed President Loretta Mester signalled she would support continuing to hold rate...

01/12/2023

Morning Coffee 1.12.2023
US equity markets marched higher with a late rally to close the month of November off in the green. The S&P 500 index delivered its best month in over a year on a $3 trillion surge thanks to a recovery in Big Tech.

US Wrap… SPX: +0.38% NDX: +1.47% INDU -0.25% ESA: -0.09% US equity markets marched higher with a late rally to close the month of November off in the green. The S&P 500 index delivered its best month in over a year on a $3 trillion surge thanks to a recovery in Big Tech. Software stocks got a

28/11/2023

https://miriadgroup.com/coffee-morning-28-11-2023-us-reits/
Morning Coffee 28.11.2023 (US REITS) - Miriad Group
Day Ahead… The theme looks set to continue with the US having a fairly mundane start to the new week on muted volumes. With little news flow & economic data global markets seem to be consolidating int…