#jovito-dimayuga

The 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…

The market didn’t collapse today; it tightened its belt.

The S&P 500 closed around 6,816.51, slightly lower, and the real story wasn’t the size of the move — it was the tone. You could feel a…

A Dovish Cut with a Ceiling — Jovito Dimayuga on How the Market Is Pricing the Fed’s 2026 Path

The Federal Reserve just delivered what many expected:  another 25bp rate cut, bringing the federal funds target range down to 3.50–3.75%…

High 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…

Lower Yields, Stronger Tech, and Bitcoin Back Above 90K — Relief Rally or Real Rotation?

When you look at yesterday’s market close, it is easy to summarize the story in one line:

Higher Yields, Softer Equities, Quiet Crypto — How to Read a “Cautious but Not Panicked” Market

When equity markets pause after a strong run, it’s tempting to over-interpret every red number on the screen. But not all pullbacks are…

When Equities Feel Calm and Crypto Is in “Extreme Fear” — How to Read Mixed Signals Without Losing…

In the latest U.S. session, the equity market delivered another orderly, risk-on day.

The Risk-On Rally: How Investors Should Approach Tech Rebounds and Crypto’s Recovery

Yesterday’s market movement brought a strong risk-on rally, with major U.S. indices like the S&P 500, Nasdaq, and Dow showing positive…

November’s Inflection Point: When Peso Stability Meets Data Reality

The Month Transition That Matters

The Peso at ₱59: Understanding Currency Crisis Mechanics and Investment Implications

Reading Market Resilience: Understanding Two Days of Gains After Last Week’s BSP Shock