When markets are hitting record highs is the time to be cautious, and ask why? US Stocks and Bonds are at record levels, despite the current uncertainties and policy instability. What’s driving it is a mix of themes, including market evolution. But also a market potentially complacent about approaching threats.
Did you feel the Earth shake and judder? When dull, boring, predictable retail giants crash 25% intra-day, time to take notice. Boom/Bust is back – and this time its serious. Anyone for the last few choc-ice?
The Stock Market Rollercoaster will continue a while longer, but a decisive divergence point is coming! Corporate debt is likely to crack on rising rates, price distortion, forgotten risk metrics, and rising defaults. It will signal the perilous financial health of some sectors – bursting the current bubble violently. Anyone for the last few choc-ices?
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