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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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…
February 1, 2021
Those investing in US stocks over the last 10 months have had an uneasy feeling…
January 2, 2021
Look forward to 2021! This should be a good year, with the roll-out of the…
December 7, 2020
November was the best month on record for equities across the globe as they averaged…
November 2, 2020
So, will it be ‘divide and conquer’ Trump or ‘another empty seat at the kitchen…
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…
February 1, 2021
Those investing in US stocks over the last 10 months have had an uneasy feeling…
January 2, 2021
Look forward to 2021! This should be a good year, with the roll-out of the…
December 7, 2020
November was the best month on record for equities across the globe as they averaged…
November 2, 2020
So, will it be ‘divide and conquer’ Trump or ‘another empty seat at the kitchen…
