Click Here for Printable Version The equity bull market remains intact despite the worrying rise in global bond yields. Why do high bond yields matter? Firstly, in business, company directors make investment decisions based on the likely profit compared to how much that capital would cost, i.e. a bank loan or bond issuance. Historically, an … Continue reading “September 2026 Market View”

Click Here for Printable Version Bull markets don’t ‘die of old age,’ they are killed off either by recession or by central banks. It is the latter that are starting to move in the wrong direction for markets. The US Federal Reserve sets the trend, though the European Central Bank, where interest rates are the … Continue reading “August 2026 Market View”