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December 2021 Market View

Tuesday, January 11th, 2022

Click Here for Printable Version 2021 turned out to be a very complex year for the global equity and bond markets. There were huge cross currents in play, the pandemic initially appeared to be passing as vaccinations kept hospitalisations and … Continue reading →

Tags: Earnings Growth: US Industry Sectors, Energy and Inflation, Interest Rates/QE….the Market’s Life Blood, Investment Strategy for 2022, Market Roadmap, Sector Performance: Value v Growth, These are the big questions/risks for 2022, UK Household Income and Inflation, UK Inflation
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November 2021 Market View

Wednesday, December 8th, 2021

Click Here for Printable Version As the US Thanksgiving weekend passes markets enter what is normally a reasonably predictable year end pattern. A post-US holiday hangover for the markets until the Futures and Options Expiry day in December and then … Continue reading →

Tags: It’s all about Demand, markets, Oil Companies and Carbon Emissions
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