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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January 5, 2023
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January 5, 2023
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January 5, 2023
There was a sharp rebound in stocks last month, as US corporate earnings announcements in…
October 10, 2022
UK Prime Minister Liz Truss had barely moved into Downing Street before her new Chancellor’s…
October 10, 2022
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October 10, 2022
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September 1, 2022
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May 3, 2022
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