Interest rates are unlikely to rise this year in any world economy. (Brazil has its own agenda…) Governments are determined to try to stimulate growth in an environment of slow growth and a threat of deflation. This should nudge equities higher. Full-blown QE in Europe and Japan should especially help European and Japanese equities, and even highly priced US equities should advance during a continued period of low interest rates in the US. Gold could move higher if Greece imposes capital controls and / or the US dollar stays in check.
DOWNLOAD FULL REPORT (PDF)Previous Market Bulletins
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January 2, 2021
Look forward to 2021! This should be a good year, with the roll-out of the…
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December 7, 2020
November was the best month on record for equities across the globe as they averaged…
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November 2, 2020
So, will it be ‘divide and conquer’ Trump or ‘another empty seat at the kitchen…
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September 2, 2020
The Lifetime Allowance (the limit of the amount of pension fund which can be accumulated…
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August 27, 2020
China was responsible for starting the corona virus pandemic last year, and now they’re taking…
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July 11, 2020
The US Federal Reserve has said it will not raise interest rates until 2023 at…
-
July 11, 2020
Sell in May and be an idiot!”, was how CNBC’s Jim Cramer summed up his…
-
April 14, 2020
The fact that everyone now, wherever they live in the world, is affected in some…
-
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…
-
September 2, 2020
The Lifetime Allowance (the limit of the amount of pension fund which can be accumulated…
-
August 27, 2020
China was responsible for starting the corona virus pandemic last year, and now they’re taking…
-
July 11, 2020
The US Federal Reserve has said it will not raise interest rates until 2023 at…
-
July 11, 2020
Sell in May and be an idiot!”, was how CNBC’s Jim Cramer summed up his…
-
April 14, 2020
The fact that everyone now, wherever they live in the world, is affected in some…
