Centerfin Logo
Investment ApproachAbout UsCollective
Join Waitlist

Weekly Commentary

Our take on the current events of the week and our thoughts on how it will impact markets.

May 19, 2023

Let's talk about shrinkage, Two-thirds expect recession, US and allies to send F-16s to Ukraine

Read Now

May 12, 2023

Google comes out swinging on AI, Uniformly weak econ data, US default gauge reaches all-time highs

Read Now

May 5, 2023

13.3% of the S&P 500 is 2 companies, 10th Fed hike - and more banks teeter, the Fed's labor market problem

Read Now

April 28, 2023

Is private credit the next domino? Earnings hang in there, Recipe for conflict in Asia

Read Now

April 21, 2023

Apple goes to India, Fed officials hold the line, Credit showing signs of stress

Read Now

April 14, 2023

Gold and silver surge, Big banks winning, Backlash against Macron

Read Now

March 31, 2023

MSM picks up on the downfall of the US Dollar, Return of the FANG, Fed funds above inflation

Read Now

March 24, 2023

Banking crisis spills to Europe, Bond market expects rate cuts, Russia and China flex, Crypto crackdown continues

Read Now

March 17, 2023

Bitcoin gets jiggy, High-yield defaults rise, Inflation & expectations cool

Read Now

March 10, 2023

Fed claims its first casualty, Does this mean they are done? Latest crypto fallout

Read Now

March 3, 2023

Hot inflation abroad, Consumer stretched, Vanguard bucks ESG trend

Read Now

February 24, 2023

🚀📈💰, One year of war, Hot data

Read Now

February 17, 2023

Inflation fears re-emerge, 5% risk free rates, New crypto regulations

Read Now

February 10, 2023

AI wars, Russia strikes back against sanctions, Interest rate volatility continues

Read Now

February 3, 2023

Models fail to predict job market on fire, Did Powell finally pivot? Israel attacks Iran

Read Now

January 27, 2023

Google gets sued, Market off to a strong but speculative start, Bitcoin takes another leg higher

Read Now

January 20, 2023

Bad news is bad news, Japan Central Bank punts, Debt ceiling drama

Read Now

January 13, 2023

Japan beefs up military, SEC sues Gemini and Genesis, Return of the meme stocks?

Read Now

January 6, 2023

Bond market at odds with the Fed, Company behind ChatGPT valued at $29bn, Rotation out of tech continues

Read Now

December 30, 2022

2022 Recap: The COVID hangover, 2023 Outlook: More of the same?

Read Now

December 23, 2022

Bank of Japan blinks! Economic news or noise? Something brewing in Ukraine/Russia war

Read Now

December 16, 2022

Nuclear fusion is here! China rips off the band-aid, Central banks continue down the warpath

Read Now

December 9, 2022

Oil prices DOWN year-to-date, Non-traded REITs suffer outflows, Volatility in "safe" markets

Read Now

December 2, 2022

The market wants you to lose your job, pandemic savings drawn, weakness in enterprise software

Read Now

November 25, 2022

Supply chain risks, yield curve inversion, update on crypto

Read Now

November 18, 2022

Crypto fallout continues, UK inflation and budget

Read Now

November 11, 2022

The stunning downfall of FTX, Inflation cooling, Russian retreat

Read Now

November 4, 2022

Fed refuses to pivot, Geopolitical temperature rising, China hints at reopening

Read Now

October 28, 2022

Big tech earnings, Central banks hint at pause, Mortgage rates yet another headwind

Read Now

October 21, 2022

Market internals tell a different story, How much higher can yields go? The return of the bond vigilantes

Read Now

October 14, 2022

G7 sovereign debt markets come into focus, CPI came in hotter than expected and markets... rallied, US sanctions on the Chinese semiconductor industry

Read Now

October 7, 2022

Stocks rally off oversold levels on positive economic data, The silence around Nordstream 1 and 2 attacks...

Read Now

September 30, 2022

UK budget and Bank of England pivot, Italy Election, Status of Private Equity / Private Credit

Read Now

September 23, 2022

German PPI, Russian escalation, TINA, The US dollar Juggernaut

Read Now

September 16, 2022

This week: European energy situation, Ukraine counter-offensive, stubbon inflation data, and the ETH merge

Read Now

Sign Up

Thank you for your interest in Centerfin. One of our team members will reach out to you shortly.
Oops! Something went wrong while submitting the form.