Sunday, 15 April 2018

Stories we should be thinking about

Stories we should be thinking about


So a bounceback in markets in recent weeks...and so everyone starts to think
about positive returns.  It is true that if you want to make returns you have to be
patient...and be prepared to be invested even at times of strife (especially at times
of strife)
(h/t @callum_thomas)


The trouble is life is not currently easy - especially for the world’s largest/most
influencial investment bank - as this wonderful cartoon via @OccupyWisdom
shows:


And how is the US administration pushing back?  Fascinating to see the
update from the US Treasury on currency manipulation (no country
was deemed a currency manipulator but added India to the list of countries
to watch include China, Japan, Korea, Switzerland & EZ by way of naming
Germany) which is wonderfully summarised below by @ING_Economics:




So why no manipulator?  Well the US has got to fund that big deficit...


But actually the biggest recent outflows have been in equities...

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


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