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Most Recent News & Research
Analytics | Portfolio Risk Management
Inflation could rebound later this year. And that might be a good thing.
“I think it’s actually better off if we see some inflation,” according to Melissa Brown, global head of applied research at Qontigo. “Given the economic numbers and the employment numbers, I think to see inflation really come down, it probably is going to suggest a recession.”
Melissa Brown, Managing Director of Applied Research at Qontigo, explains why both bull and bear market cases for equities remain viable.
Melissa Brown, Global Head of Applied Research at Qontigo, says that June’s annual inflation rate of 3% – reflecting the slowest rise in more than two years – benefitted from a favorable comparison to June of 2022, which saw a “huge increase in prices” and was therefore an “easier year-over-year comparison.”
Investors no longer seem to be worried that the Fed will be the one to derail the economic recovery, says Melissa Brown, Managing Director of Applied Research at Qontigo. She discusses why inflation may no longer be investors’ main concern and how inflation factors into earnings. She also looks at the 10-Year Treasury Index (TNX), as well as the outlook for transitory inflation. Tune in to find out more.
Analytics | Portfolio Risk Management
Higher volatility, low trading volumes are biggest risks to markets: Market researcher
Melissa Brown, Global Head of Applied Research at Qontigo, joins BNN Bloomberg for her view on markets’ risks. Brown says investors should be prepared for volatility to shoot up once bad news come out. She also notes another risk is unusually low trading volumes, and very concentrated trade. She adds this is not a red flag, but a yellow one worth watching.
On Money in the Market, Hongbin Jeong speaks to Olivier d’Assier, Head of Applied Research, APAC, Qontigo, to find out more about China’s economy including the divergence between return and sentiment, and the outlook on Chinese equities in the second half.
Analytics | Portfolio Risk Management
The U.S. stock-market rally seems unstoppable, so why does bearishness still persist?
“This means that for now, markets are likely to take two steps forward, one step back, unless an event comes along to turn investor sentiment negative again, like most of last year,” said Melissa Brown, Managing Director of Applied Research at Qontigo.
Analytics | Portfolio Risk Management
Jobs Report Shows Pace of Hiring Slowed Sharply in June: What the Experts Are Saying
“Today’s employment number may have been a bit below expectations, but coupled with the continued low unemployment rate suggests that the recession predicted by the inverted yield curve will be pushed out yet again.” – Melissa Brown, managing director of applied research at Qontigo
Romaine Bostick & Scarlet Fu bring you the latest news and analysis leading up to the final minutes and seconds before and after the closing bell on Wall Street and tackles the potential end to China’s tech crackdown, Samsung’s sales fall the most in over a decade and Apple’s Vision Pro Rollout. One of the guests today: Melissa Brown of Qontigo,
Qontigo Director of Applied Research Melissa Brown said markets are facing a lot of “headwinds” and she advises investors to exercise “caution” at this point.
Qontigo Director of Applied Research Melissa Brown said she is “surprised that sentiment is staying fairly positive and that markets have been relatively strong in the face of a lot of bad news.”
U.S. stocks closed lower on Friday, capping a week dominated by Federal Reserve Chairman Jerome Powell’s testimony in which he signaled more interest rate hikes ahead but vowed the central bank would proceed with caution. Qontigo’s Melissa Brown advises investors to remain cautious in these market conditions.