Home » Posts tagged 'equity markets' (Page 3)

Tag Archives: equity markets

Olduvai
Click on image to purchase

Content

Olduvai III: Catacylsm
Click on image to purchase

Post categories

Post Archives by Category

Losing Control

July 10, 2015

Losing Control Markets are beginning to signal that policy makers are losing control.  Many second-order-effects of the unprecedented and experimental global actions taken since the 2008 crisis are beginning to manifest.  There are always causes and effects that develop; but they do so at different speeds. Many actions in recent years have prioritized ‘benefits today’ […]

Continue Reading →

China Warns Against Irrational Exuberance

March 21, 2015

China Warns Against Irrational Exuberance Yesterday, we pointed out that in US dollar terms, Chinese stocks are a real standout among the world’s equity markets, having nearly doubled in less than a year. The catalyst? Liquidity, driven by a number of factors including, as UBS notes, expectations of further policy easing, QE-lite, bank bridge loans, and of course, […]

Continue Reading →

Central Bank Credibility, the Equity Markets and Gold

November 26, 2014

Central Bank Credibility, the Equity Markets and Gold. Central bank credibility is at all-time highs.  As a consequence, we suggest, equities are near all-time highs too while gold is scraping multi-year lows. A change though may be in the offing with all three. Not today, nor tomorrow. But perhaps sooner than most think. Here’s how […]

Continue Reading →

Post navigation

Newer posts →

Olduvai IV: Courage
Click on image to read excerpts

Olduvai II: Exodus
Click on image to purchase

Click on image to purchase @ FriesenPress