There have already been quite large market moves as Trump secures the Presidency, the Republicans, the Senate, and it's looking like a clean sweep for the House as well. We have noted these initial market reactions with interest: * US 10-year Treasury yields are up, bond prices are down, * The Japanese 10-year yield is up, * SA 10-years are up marginally, * The ZAR is weaker vs the US$, * Gold, Palladium and Oil are all down, * Chinese equities and the Hang Seng also down. With this volatility comes opportunity for a boutique manager that can act nimbly and decisively.
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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Catalyzed by softer-than-expected July employment data, early August faced a sharp market sell-off but quickly recovered in part due to the Bank of Japan halting further rate hikes and the U.S. Treasury Department's liquidity support. Meanwhile, Fed Chair Powell's dovish stance on interest rate cuts has caused a boost in equities, bonds, and gold while weakening the U.S. dollar. Looking forward, economic, electoral, and geopolitical uncertainties project a challenging September for the Fed and investors alike. To learn more, read the latest perspective, "Sea of Liquidity", from the Office of the CIO at Rockefeller Global Family Office.
CIO Monthly Perspective - Sea of Liquidity
rockco.com
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