EXCELSIOR Financial Editorial – october 2021

Inflation is rearing its ugly head again and is directly linked to important themes that impact markets and our every day lives.  In its last FOMC meeting the Fed dropped the term transitory it had been using all year to describe the inflationary pressures being felt...

EXCELSIOR Financial Editorial – september 2021

Has gold lost its shine? Following last year’s Covid crash in financial markets gold was in the spotlight again after many years of sideways trading. It had a meteoric rise alongside equities and even hit a record $2k price before settling down again. Several analysts...

EXCELSIOR Financial Editorial – august 2021

Regulation contagion? Chinese tech and tutoring companies have been hit hard over the past couple of weeks by regulators leading to the biggest shakeout in the last five years and forcing Chinese authorities to issue statements to calm market participants. Citing...

EXCELSIOR Financial Editorial – july 2021

A new risk factor for markets: Equity markets have been hitting all time highs lately but the imminent debt ceiling is an event that could pose a threat to the market in the near term. U.S. stocks keep shaking off any potential bad news to keep driving higher on the...

EXCELSIOR Financial Editorial – june 2021

Inflation concerns: Is inflation here to stay or only transitional?  As several gauges around the world show a surge in prices the question of higher inflation for longer is back on the table.  A worldwide and coordinated effort by central banks to inject liquidity...

EXCELSIOR Financial Editorial – may 2021

Interest rate scare If there is one thing that can put a dent to the bull market it is the specter of rising rates in these ultra-loose financial conditions.  While the Dow Jones and S&P 500 have hit new highs in recent weeks, the idea that the Fed could increase...