Sunday, 18 February 2018

Stories we should be thinking about

Stories we should be thinking about

Well the bounceback continues...as Fast FT noted on Friday: ‘The S&P 500 eked
out an 0.04 per cent rise on Friday to 2,732.16, struggling to maintain early gains as
the afternoon wore on...

Still, it was enough to seal a six-day winning streak for the index — the second time
this year it has racked up that many winning days in a row — and cap off a gain of
4.3 per cent for the week. That was its best weekly performance since the first
week of 2013.’


And we have not breached important trendlines...yet.  More volatility to come in my
view, after all...
...you cannot have this amount of QE and not expect a problem as Central Banks
progressively look to cut back its rate of growth:


For me the question is just how much governments are going to reform to help pick
up the slack.  

In the meantime I still believe bond yields should go up as one of the key buyers are
starting to fade away…

Still, higher bond yields don’t mean that other areas are not interesting such as
the pick-up yield from logistical related property as shown in this slide from
the UK company Segro:


To read the rest of Stories we should be thinking about click HERE.


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