Click Here for Printable Version Of the three big negative factors impacting the bond and equity markets this year (Gas, China Covid and the “Fed”) the news flow from two of them deteriorated in August. During the month there was a deliberate reduction in the supply of gas to Europe. This forced up market electricity … Continue reading “August 2022 Market View”
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July 2022 Market View
Click Here for Printable Version 2022 has proven to be a difficult year so far. Russia invading the Ukraine surprised the markets and precipitated a commodity shock. Together with post-Covid labour shortages this has pushed up inflation globally which has reached 40 year highs. Markets are ultimately driven by the direction and rate of change … Continue reading “July 2022 Market View”
