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November 2018 Market View

Wednesday, December 5th, 2018

Click Here for Printable Version November saw the difficult market conditions continue. The markets are worrying that the US Federal Reserve Bank has moved too fast too soon, monetary conditions have been tightened as interest rates rise and US Quantitative Easing is reversed. The Federal Reserve Bank is shrinking its balance sheet which reduces the … Continue reading “November 2018 Market View”

Tags: but can the Conservatives win the ensuing No Confidence vote?, markets, The latest (but possibly not the last) Brexit deal, The REAL QUESTION is not whether the deal can pass Parliament, The US Economy
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October 2018 Market View

Thursday, November 8th, 2018

Click Here for Printable Version October duly lived up to its volatile reputation, across the globe equity and some bond markets pulled back. Many equity markets have now see a classic 15% correction from their recent high, however, this is just part of the regular noise of markets. Stock markets have been unusually calm, October … Continue reading “October 2018 Market View”

Tags: markets, The Brexit Soap Opera, US Corporate Earnings, Where are we in the Cycle?
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