Sunday, 13 May 2018

Stories we should be thinking about

Stories we should be thinking about  


I guess the first question always is: ‘are the markets going to go up or down?’  
Interesting chart showing a potential market breakout...


(h/t @callum_thomas)


...and buybacks are pushing up.  I note the 2007 peak as well.  Time to be a bit
wary?


Certainly one key economist thinks so:
And for me the big issue is undoubtedly the scope for higher US interest.  
Look at the breakeven rates...

I would say this is more of a risk than anything else.  Higher interest rates
always hurt...

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

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