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.
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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…
