Investability weekly 29/03/22: Beware the Bear

Why the market’s recent bounce may not last

Photo by mana5280

The bear market rally – my view, not necessarily shared by all - continued this week, although not all markets rallied at quite the same pace. Leading the charge was the Nasdaq, where the big boys including Tesla, Apple and Nvidia did some heavy lifting and led US stock market broadcaster Jim Cramer to declare that “the bear market is over”. I think we all know what a Jim Cramer prediction usually means, though…  

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Back to the 1970s – are we in a new era of high inflation?

Controlling inflation without killing the economy is a tricky balancing act

Photo by Haley Lawrence

Inflation in Europe, US and UK is currently at multi-decade highs and looks set to rise more, at least in the short term. Most expectations are that prices will peak in the spring before falling back, possibly sharply and to within target, partly reflecting base effects but also as temporary factors recede.

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Quality Shares Weekly: 17/12/21

Where to go stock hunting as rates rise, pubs’ pain, boohoo’s latest booboo, and Domino’s welcome delivery 

Photo by Dan Burton on Unsplash

After the week began with an eyewatering November inflation reading which showed CPI hitting 5.1%, the big news has been that the Bank of England shocked everyone once again by actually raising the benchmark interest rate by 15 basis points to 0.25%. After totally wrong-footing everyone in the previous month by not raising rates when universally expected, perhaps observers were simply taking a more cautious approach to predicting what the MPC might do next. Either way, lots of pundits remain unamaused by the Old Lady's antics.

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Quality Shares Weekly 10/12/21

Markets can’t make up their mind about the latest Covid twist

The week began with a strong recovery from the recent market wobble as fears over the Omicrom variant looked like they could be overblown, only for indices to dip again as the week drew to a close as concern that the spread may be accelerating prompted the introduction of new restrictions.

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