Click Here for Printable Version January 2024 has passed with the “Goldilocks” scenario still firmly in place. Inflation remains at or close to target for the US, UK and Europe. Despite the “medicine” (interest rates) being excessively strong, recession in the US and UK, is currently being avoided. The downside from this positive scenario is … Continue reading “January 2024 Market View”
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December 2023 Market View
Click Here for Printable Version 2023 eventually turned out to be a positive one for investment returns, helped by a Santa Claus rally and crucially, for the first time since the invasion of the Ukraine, by the all-powerful US Federal Reserve Bank (the Fed). Whilst a positive outcome is obviously welcome, 2023 has proven to … Continue reading “December 2023 Market View”
