Ten Seconds Into The Future. Investment Outlook for the US Under 2 Rate Scenarios. Economic Slowdown in US.
Tuesday, 06 October 2015 | 8:45 am
The Real Economy: 2000-2005: Low borrowing costs lead consumers to spend whether it was on houses, cars or stuff. The savings rate fell from 6% to 2% and households incurred increasing levels of debt particularly in mortgages, fueling a housing boom. House prices grew at between 10-15% per annum. Retail sales accelerated from an annual
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China Revisited. Investment Prospects In The Middle Kingdom.
Wednesday, 30 September 2015 | 3:40 am
To understand the Chinese economy it is necessary to understand the collective Chinese psyche. it is one of great insecurity, feeling hard done by from all quarters, still harbouring an inferiority complex, and thinking that the world sees it as weak, backward and belligerent. As a result, it comes across precisely as insecure and belligerent.
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Beware markets exhibiting low volatility and complacency
Tuesday, 01 September 2015 | 11:20 pm
Beware markets exhibiting low volatility and complacency. As markets rise steadily, investors with profits can protect their profits by buying put options. They tend to do this at key technical levels on broad market indices. Option counterparties do two things. They either act as middlemen, selling puts to investors seeking protection and buying puts from
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The Fed And The Coming Rate Hike. Between A Rock And A Hard Place.
Wednesday, 26 August 2015 | 3:40 am
What will the Fed do? The Fed might raise rates in September because: It wants to reset a policy tool. It honestly thinks that inflation is a future risk and that the labour market is sufficiently healthy. It has signaled to the market that it wants to raise rates and if it doesn’t the
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Volatility Is Back From Extended Vacation. Market Crash. Buy Opportunity?
Tuesday, 25 August 2015 | 9:47 am
If you sold in May and went away you’d have been back in July, re-established positions and got your throat slit in August. The S&P and broad equity market benchmarks have lost some 10% in a week, most of it in a couple of days, Europe has done slight worse, down some 12%, and China,
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