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In a recent Reuters Markets Now interview, Melissa Brown, Global Head of Applied Research, shares this could be attributed to investors’ lack of concern over losses, or that investors aren’t sure what to do because of so much uncertainty in the market.

Melissa Brown, Managing Director of Applied Research at Qontigo, offers her thoughts on why several companies this earnings season saw their shares drop shortly after delivering strong quarterly results.

Olivier d’Assier, head of APAC applied research at Qontigo, discusses what’s driving Japan’s recent market rally and the timing of a possible Bank of Japan intervention on the yen. He speaks with Bloomberg’s Paul Allen and Shery Ahn on “Bloomberg Daybreak: Asia.”

“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.

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.

Hamish Seegopaul, Global Head for Index Product Innovation, and Brian Zimmer, Chief Technology Officer, share their thoughts on the potential impact of artificial intelligence on the index industry in the latest issue of The Financial Technologist from Harrington Starr.

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.

“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.

“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