Jovito Dimayuga·Dec 18, 2025The market didn’t just fall; it rotated, repriced, and tightened its standards.The S&P 500 closed around 6,721.43, down 1.16%, while the Nasdaq fell 1.81% to roughly 22,693.32. The Dow declined as well, landing near…
Jovito Dimayuga·Dec 11, 2025A Dovish Cut with a Ceiling — Jovito Dimayuga on How the Market Is Pricing the Fed’s 2026 PathThe Federal Reserve just delivered what many expected: another 25bp rate cut, bringing the federal funds target range down to 3.50–3.75%…
Jovito Dimayuga·Dec 9, 2025High Rates, Cooling Growth and a Cautious Crypto Rebound — Jovito Dimayuga on a Market in Rotation…When you zoom in on a single session, the numbers look small. But when you zoom out, the pattern is clear: as yields climb, the market’s…
Jovito Dimayuga·Nov 14, 2025When $10 Billion Leaves the Room: Decoding This Week’s Asian Equity Exodus
Jovito Dimayuga·Nov 4, 2025November’s Inflection Point: When Peso Stability Meets Data RealityThe Month Transition That Matters
Jovito Dimayuga·Oct 21, 2025Earnings Season Begins: When Market Narratives Meet Business RealityFrom Macro Drama to Micro Facts
Jovito Dimayuga·Oct 16, 2025When Global Macro Trumps Local Recovery: Understanding Today’s Philippine Market Selloff
Jovito Dimayuga·Oct 14, 2025Reading Market Resilience: Understanding Two Days of Gains After Last Week’s BSP Shock
Jovito Dimayuga·Oct 10, 2025The Paradox of Bearish Rate Cuts: Understanding This Week’s Market Response to BSP Policy
Jovito Dimayuga·Oct 8, 2025The Power of Economic DataYesterday, October 7, 2025, the Philippine stock market delivered a masterclass in how economic data translates into market performance…