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
What should we make of Republican policy makers’ and President-Elect Donald Trump’s plans for higher spending and various tax cuts? Find out in the latest #Fidelity research note written with Dierk Brandenburg
Available here
The last few days have been quite a rollercoaster ride for market participants, and the “correction” in equities and rates has left a lot of people counting losses. Not a pretty sight. Reasons put forward for the moves have been several: stretched positioning, herd behaviour by asset managers, the usual “it’s the algos stopping out”, and, on a broader level, regulation and the impact it’s having on liquidity in most asset markets.
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 