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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September 1, 2022
With the US Nasdaq technology index having fallen 28% from its high on January 4th,…
May 3, 2022
March closed on a note of optimism for equity market investors but April’s stockmarket performance…
May 3, 2022
From being heavily oversold in late February, equity markets rebounded strongly in the last two…
March 20, 2022
For the second time in two years, discussion of global investment markets and investment strategy…
February 4, 2022
Equities around the world continued the bull run in 2021 which started amid the pandemic…
November 4, 2021
The pandemic has resulted in many people losing their jobs, and those worst affected by…
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 1, 2022
With the US Nasdaq technology index having fallen 28% from its high on January 4th,…
May 3, 2022
March closed on a note of optimism for equity market investors but April’s stockmarket performance…
May 3, 2022
From being heavily oversold in late February, equity markets rebounded strongly in the last two…
March 20, 2022
For the second time in two years, discussion of global investment markets and investment strategy…
February 4, 2022
Equities around the world continued the bull run in 2021 which started amid the pandemic…
November 4, 2021
The pandemic has resulted in many people losing their jobs, and those worst affected by…
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…
