Fidelity‘s Asset Class Outlook for 2017 is out!
Markets have been quick in adapting to a post-Trump, post-Brexit landscape. What lies ahead for equites, fixed income and alternatives? Find out our views here http://bit.ly/2fZANVP
The Brexit referendum is around the corner. But can the UK afford to leave? Read out thoughts in our latest paper. Available online on the Fidelity website. Enjoy!
Click to access can-the-uk-afford-to-leave.pdf
Helicopter money? Make sure you read our checklist before taking off. Our latest paper available online on the Fidelity website. Enjoy!
https://www.fidelity.de/static/pdf/institutional/checklist-for-wanna-be-helicopter-pilots.pdf
A great infographic on the upcoming Swiss Gold Referendum on Nov 30th by Visual Capitalist. Something the market has been focusing on of late, but that could gain further momentum as the referendum date approaches.
Continue reading
I found this very cool slide deck by professor Ed Dolan, explaining in very simple terms Quantitative Easing as done by the Fed from 2008 to 2014. A textbook model explaining what worked and what did not. Enjoy!
Check out some of Dr. Dolan’s other posts on his blog, available here.
As we still digest this week’s U.S. Non-Farm Payrolls report, I have put together an overview of what is going on in the world, and where I think we are heading.
In particular I have recently been thinking a lot about inflation, or lack of any, that we are witnessing on a global scale. Whether this trend reverses in the coming months will be extremely important for both Wall Street and Main Street.
I am pretty confident that this will not happen, that deflation or flat lining prices are here to stay, and this will lead to anaemic growth for quite a few years, as debt sustainability will continue to be an issue. Here’s why. Continue reading
MacroCentral.com 