NEWS

APRIL 2022 MARKET UPDATE

— Apr 25, 2022
APRIL 2022 MARKET UPDATE Markets saw several dramatic turns of events during March.  As widely expected, the US Federal Reserve raised interest rates for the first time since 2018. However, this was completely overshadowed by the unfolding tragedy in Ukraine following the Russian...

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MARCH 2022 MARKET UPDATE

— Mar 3, 2022
MARCH 2022 MARKET UPDATE The key figure which markets are now focussed on is the monthly inflation number in the US. The most recent print in February was a staggering 7.5%. Given the Fed is still pumping money into the economy and interest rates remain at 0.00%-0.25% this seems crazy. We...

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JANUARY 2022 MARKET UPDATE

— Jan 21, 2022
JANUARY 2022 MARKET UPDATE We are currently quite pessimistic about global equity and bond markets. Regular readers will know we have become increasingly concerned about the speculation that has been growing over the past couple of years and which has become, for want of a better word, rampant. ...

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NOVEMBER 2021 MARKET UPDATE

— Nov 30, 2021
NOVEMBER 2021 MARKET UPDATE Little has changed since our update last month. Inflation continues to rise and the central bankers base position of it being transitory is now clearly suspect. It is not just short term central bank forecasting that is at stake here; if they get this wrong it may...

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