Stocks and the September bear

Wednesday 18 September 2024

The Market Ear kicks us off with stock seasonals.

You heard it here first

There is rightly right now a lot of focus on short-term negative seasonals and reasons for uncertainty. However, we are now only 10 days away from the fourth quarter and we know that the talk of year-end rally, Christmas melt-up and best-of-times seasonals. Let’s start already now and examine the data. Trust us, there will be a lot of more noise like this upcoming. Please note however; we are not trading this – yet.

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About the author

David Llewellyn-Smith is Chief Strategist at the MB Fund and MB Super. David is the founding publisher and editor of MacroBusiness and was the founding publisher and global economy editor of The Diplomat, the Asia Pacific’s leading geo-politics and economics portal. He is also a former gold trader and economic commentator at The Sydney Morning Herald, The Age, the ABC and Business Spectator. He is the co-author of The Great Crash of 2008 with Ross Garnaut and was the editor of the second Garnaut Climate Change Review.