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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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…
