Risk assets are shrugging off signs of recession
Inversion…the US 5-year Treasury yield briefly rose above that of the 30-year bond for the first time since 2006. Rates today are steady with the US 10yr under 2.5%, … Read more
The sun is shining, but there could be more economic darkness ahead
After a strong week for global stock markets, there’s a tepid start to trade early on Monday. Russia’s invasion of Ukraine is starting to … Read more
The Ukraine War could be the catalyst for major shifts in the global economic 0rder
Watercooler chat: will the US dollar lose its reserve currency status? A WSJ report yesterday said Saudi Arabia was in talks … Read more
Michael and John talk survival strategies for volatile markets – plus a deep dive into luxury watch seller Watches of Switzerland
On this week’s Investability podcast Michael tells John about the key trading lessons that have … Read more
Stagflation is making a terrifying comeback
Stagflation is back. Crude oil soaring, stocks down, gold at $2k – welcome to the new world order of low growth, rising prices and bear markets…suppose this kind of inflation will … Read more
Putin’s attack on Ukraine prompts market-shaking policy shifts
It has been a horrible and shocking week, in which geopolitical events took the unexpected turn of a full-scale Russian invasion of Ukraine. The people of Ukraine seem to be fighting back, halting Russian tanks and attack helicopters as they attempt to capture key cities, often with the Western weapons streaming into the country – but the offensive only seems to be getting more brutal in response.
Russia agrees to talks as Ukraine fights back and Western governments crank up sanctions
At least they’re talking…Ukraine’s delegation is said to have arrived in Belarus for talks with Moscow … the nuclear rhetoric is not … Read more
Precious metals are in demand as Russia keeps everyone guessing over its intention in the Ukraine, plus the week’s biggest risers and fallers across key indices
Fears of a Russian invasion of Ukraine meant a choppy week for the UK market, as Putin played Will He? Won’t He? with his NATO counterparts. Russia has said it has no plans to invade; the US says he does, imminently, and a series of explosions in separatist held cities have prompted talk of false flag operations and done little to soothe the mood. Hopefully, diplomacy will prevail.
Why investors should always keep an eye on unloved shares
So, it seems my fridge purchase has done little to help the cause of AO shareholders – its shares took a hefty plunge this … Read more
