Largely unnoticed the dollar has gained strength steadily. It is now at it highest level of the year, up 5% since the lows of May, supported by a sell-off in both bonds and equities as quantitative easing (QE) begins its unwinding in the US.As investors have returned from Summer holidays, September, which is historically a…

Chinese technology stocks, pummelled during July and the early part of August, rebounded during the second half of the month as buyers came in to snap up shares which had been subject to overreactive selling in the wake of a crackdown by the authorities seeking to ensure there is no monopolistic behaviour among the major…

Does China really want to go to war with the West? Right now, it feels like it, not in the military sense but from an economic point of view.  China does not want the West muscling in on its ambitions to take over democratic Taiwan, nor does it want to be told how to treat…

Over the last 12 months there has been a greater understanding of the word ‘vulnerability’ and how it relates to individuals and businesses.  An individual can be vulnerable to making incorrect decisions in their day to day affairs because of an aspect of their health, because they have suffered bereavement, because they have lost their…

Equity markets went off the boil for the first three weeks in May, continuing a lacklustre second half of April, but they finished the month with something of a mini-crescendo. European stocks completed their fourth consecutive month of gains, indeed the German, French, Spanish, Italian and British indices all finished higher for the month. Chinese…

Does the US stockmarket have a feeling of exhaustion? Maybe it is rather pausing for breath after what has been a remarkable run since March last year.US stocks reported record earnings from the first quarter, and although the SP500 and the Nasdaq reached new highs, volatility is negligible (less than 20 on the VIX). The…

Several events rocked the markets during March: a sudden spike in US 10 year Treasury yields due to the bond market refusing to believe the Federal Reserve can hold interest rates at current levels until 2023; a consequent rapid shift in sentiment from growth (technology with hoped-for earnings) to value (dividend payers with actual earnings…

10 year Treasury yields rose sharply in the US at the end of February, and it caused the technology sector, which is largely priced on the promise of future growth, to experience quite a downdraft. The market is not so tolerant now of companies which are highly leveraged on promise, and if inflation is round the…

Those investing in US stocks over the last 10 months have had an uneasy feeling seeing their investments going up day after day without a pullback. The higher the market climbs without pausing, the harsher the sell-off is likely to be. Such has been the flow of capital from central banks in general but from the…

Look forward to 2021! This should be a good year, with the roll-out of the vaccine, pent-up demand for theme parks, outdoor event attendance and participation, and overseas travel. Peripheral stockmarkets around the world should rise in the same way American and Chinese markets rose last year, although a degree of caution suggests that anticipated…

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