Click Here for Printable Version In the investment world there are two universes, the real economy and the markets. The former clearly influences the latter but they are not parallel. The world of bonds and equities is forward looking and by 12 to 18 months into the future. With so much negative news around, particularly … Continue reading “June 2022 Market View”
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May 2022 Market View
Click Here for Printable Version So far in 2022 markets have been hit by a triple “whammy” of the war in Ukraine, Covid in China and the US Federal Reserve Bank dramatically changing the direction of US monetary policy. The common factor between all these major events is the impact on inflation, usually it automatically … Continue reading “May 2022 Market View”
