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”

Click Here for Printable Version US President Donald Trump believed that he had extricated himself from the problem he created in the Strait of Hormuz, however, the Iranians thought otherwise. As we write, the situation remains unresolved, but it appears that a toll system is likely. For markets, all that matters is that oil and … Continue reading “July 2026 Market View”