Since the financial crisis of 2008/2009 the global economy has been growing, but at a level below long term trends. This underperformance was manifested in low growth, very low inflation (sometimes deflation) and thus central banks were happy to set both short term and long term interest rates at close to zero. They did this … Continue reading “November 2016 Market View”
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October 2016 Market View
Donald Trump, against all expectations, is the new President of the United States of America. What is more, his party has won both Houses of Congress. He will have the ability to make significant and necessary changes to the US economy. His proposed policies are market friendly, they should be good the US consumer which … Continue reading “October 2016 Market View”
