Editorials Library

Excelsior Editorials

EXCELSIOR Financial Editorial – december 2021

New spanner in the works: On Friday 26th of November as the first news of the Omicron strain emerged, US markets had their worst day in a year.  Furthermore, oil plunged 16% in only a few days, after several countries announced travel bans for South Africa where the...

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EXCELSIOR Financial Editorial – november 2021

Central bank shift? In a major shift following the pandemic and the unleashing of liquidity across the world, several central banks have signaled an end to quantitative easing and more importantly decided to raise interest rates.  Canada, Australia, the UK and several...

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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...

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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...

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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...

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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...

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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...

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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...

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EXCELSIOR Financial Editorial – april 2021

Bad year for hedge funds It was only two months ago that we wrote about hedge funds suffering big losses after markets when against their leveraged bets.  Well, it has happened again and the losses this time have led to a huge destruction of wealth. Last week Archegos...

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EXCELSIOR Financial Editorial – march 2021

Time for value stocks to shine? Will the long running story finally come true?  Will value stocks outperform growth stocks this year and beyond?  After underperforming growth for most of the last 15 years, value stocks have outperformed growth stocks so far this...

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EXCELSIOR Financial Editorial – february 2021

Going to the moon 🚀 GameStop (GME), short squeeze, hedge funds, these are some of the terms you may have heard this week even if you weren’t following financial news closely.  It’s the story of a stock pushed by retail investors to go to the moon (as they say).  With...

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EXCELSIOR Financial Editorial – december 2020

Just getting started: After the Dow Jones hit the symbolic 30k point in November and had its best month since 1987, is it time to take some risk off the table?  While it would make some sense to do so, many will argue stock markets are not done yet.  There only seems...

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