As the third quarter of 2015 passes global markets remain in correction mode. The deflation doomsters are back out in force suggesting that QE hasn’t worked and the markets are predicting a recession in 2016. Does a decline in the S&P 500 automatically predict that a global recession will soon be at hand? Not according … Continue reading “September 2015 Market View”
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August 2015 Market View
We have been highlighting in previous “Market Views” that volatility in the global stock markets has been unnaturally low and we finished last month’s letter with the hope that “they don’t lose patience”. With a range of negative pieces of news and with most market participants on holiday the markets did finally snap and “normal … Continue reading “August 2015 Market View”
