The weakness of the US jobs report last week bodes well for a continuation of easy monetary policy in the US. As a consequence, weakness seen in the equity markets over the last two weeks is quickly reversing, as is the momentary pick-up in precious metals. Equity prices in the US in particular are of course more expensive than 5 years ago but not too expensive if earnings can hold up…”if”. In any case, with one in four couples currently aged 65 likely to see one partner reach the age of 97, we can all afford to take a much longer term view toward investing in real assets.
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October 6, 2021
Largely unnoticed the dollar has gained strength steadily. It is now at it highest level…
September 9, 2021
Chinese technology stocks, pummelled during July and the early part of August, rebounded during the…
September 9, 2021
Does China really want to go to war with the West? Right now, it feels…
September 9, 2021
Over the last 12 months there has been a greater understanding of the word ‘vulnerability’…
June 28, 2021
Equity markets went off the boil for the first three weeks in May, continuing a…
June 28, 2021
Does the US stockmarket have a feeling of exhaustion? Maybe it is rather pausing for…
April 6, 2021
Several events rocked the markets during March: a sudden spike in US 10 year Treasury…
March 2, 2021
10 year Treasury yields rose sharply in the US at the end of February, and…
October 6, 2021
Largely unnoticed the dollar has gained strength steadily. It is now at it highest level…
September 9, 2021
Chinese technology stocks, pummelled during July and the early part of August, rebounded during the…
September 9, 2021
Does China really want to go to war with the West? Right now, it feels…
September 9, 2021
Over the last 12 months there has been a greater understanding of the word ‘vulnerability’…
June 28, 2021
Equity markets went off the boil for the first three weeks in May, continuing a…
June 28, 2021
Does the US stockmarket have a feeling of exhaustion? Maybe it is rather pausing for…
April 6, 2021
Several events rocked the markets during March: a sudden spike in US 10 year Treasury…
March 2, 2021
10 year Treasury yields rose sharply in the US at the end of February, and…
