Plexus Asset Management

Plexus Asset Management

China’s Cut in Reserve Requirements – Very Bullish for Stocks
The PBoC’s announcement of a 0.5% cut in the reserve requirement rate (RRR) of Chinese banks has significant consequences not only ...
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S&P 500 Index: Short-Term Buy Signal Confirmed
I am writing to you from my hotel room in New York, keeping the post short and to the point as a full day of appointments lies ahe ...
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U.S. Inflation: Further Significant Declines Expected
Year-on-year growth in U.S. consumer prices fell to 3.6% in October from 3.9% in September. Due to its significant contribution of ...
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U.S. Stocks: Anticipating Too Much, Too Soon
I am on record as calling the U.S. stock market a buy in September when Robert Shiller’s PE10 (S&P 500 expressed as a ratio to ...
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Anxiety Recedes, as Long Term Investors Show Their Hands
Financial market volatility has receded significantly over the past two weeks. The CBOE S&P 500 Volatility Index (VIX) dropped ...
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Global Manufacturing PMI (Sept 2011): U.S. Shines in Suffering Global Manufacturing Sector
Growth in the global manufacturing sector is on the brink of contraction. The global manufacturing PMI that I calculate on a GDP-w ...
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Volatility: The Pulse of the Market
The extreme volatility in U.S. equity markets and other global equity markets prompted me to analyse the current situation in comp ...
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Japan the Achilles’ Heel of U.S. Economy in Q2
Much has been said and written about the inability of the Fed to sustain U.S. economic growth. In previous articles I have pointed ...
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Fed to Start Tightening in Third Quarter
The general consensus agrees with the minutes of the FOMC of January 26 that the highly accommodative monetary policy will be main ...
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Global services PMIs for August: Mixed but weakening trend
US economy: GDP growth slowing but not falling back into recession, yet My GDP-weighted ISM PMI for the US leads US real GDP growt ...
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ECRI Leading Indicator: Slight improvement in growth
The ECRI Weekly Leading Indicator (WLI) for the week ended July 30 improved for the third consecutive week while the ardently watc ...
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Will Emerging Market Outperformance Last?
The MSCI Emerging Markets Index has notched up a massive 72.3% gain for the year to date, and an even more impressive 101.4% since ...
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Picture du Jour: Prepare for higher inflation
The graph below shows the historical relationship between the annual change in the oil price and the year-on-year change in the US ...
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Bullion – a viable alternative to fiat currencies
Gold bullion has risen by $105 (11.6%) since its low of July 9, breaching $1,000 a few days ago and now trading at levels last see ...
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Barron’s Confidence Index – Sentiment for Equities Improves
As often stated in my weekly “Words from the Wise” reviews, a confidence indicator worth monitoring is the Barron’s Confidence Ind ...
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