Phoney inflation war
This week, markets in Asia and elsewhere will react to the latest hints from the US Fed about how they will deal with sub-target inflation. This obsession…
Round and round and round she goes...
...where equities will stop, nobody knows...
Normal service resumes
As corrections go, the one just passed promised a lot and delivered very little. Was this all that was needed to breathe fresh life into tech stocks?
The tech (and other) stock sell-off continues. There is more talk of "risk-off", but this still feels more like an unwinding of overbought…
This does not feel like an opportunity for the stock bears to shout. "I told you so", rather an opportunity for stock bulls to refind their mojo
Doubts beginning to creep in
