Tag Archive: Stock markets
Global Asset Allocation Update: Not Yet
There is no change to the risk budget this month. For the moderate risk investor, the allocation between risk assets and bonds is unchanged at 50/50. There are no changes to the portfolio this month. Growth and inflation expectations rose somewhat since last month’s update. The change is minor though and within the range of what we’ve seen in recent months.
Read More »
Read More »
Last Week’s Sell-Off: More on the Discrepancy between Developed and Emerging Markets
Last week’s decline in stock markets was probably caused by the HSBC manufacturing PMI for China that contracted for the first time in months, and possibly also by the rapid fall of UK unemployment rates and Bank of England’s response to it. As the rising gold price showed, Fed “tapering fears” were not at the …
Read More »
Read More »
The Great “American” Divide
Disconnect between Wall Street and Main Street. While asset prices are inflated by continued Fed interventions, boosting profits widening the wealth gap between the top 20% of Americans and the rest.
Read More »
Read More »
Is Central Banks’ License to Print Money About to Expire?
2022-10-29
by Stephen Flood
2022-10-29
Read More »