When investors become aware of a potential risk the probability of the risk ensuing reduces as investors take action to mitigate against the risk, but not with the risk of inflation. The more investors focus on inflation as a risk
Sticky Inflation
Keep an eye on those Interest Rates
It’s a well-known fact that lower interest rates are good for the equity and property markets. The obvious drivers are: Consumers have more disposable income to spend after paying their debt, which increases business profits Cheaper debt lowers financing costs
US rate hikes won’t affect our ‘Ramaphoria’ dazzle
A while ago I wrote an article trying to explain why lower interest rates should drive up asset prices. I quite sure you won’t remember the article as you probably fell asleep while reading it. The article explained how future