After the brutal lessons of April, May will set the tone for a new market – lots of threats, but full of opportunity.
If we are seriously considering a massive investment in nuclear to mitigate climate change, it might also be sensible to consider hydrogen too. Could hydrogen be a useful fuel source for a carbon free future too?
The West will win the economic war against Russia, but it will take time and impose recessionary costs, while triggering pain across markets (including the housing bubble). But when it’s done… it will time to put your buying boots on!
Inflation is the market’s theme today. Markets expect it, but are they prepared? Inflation doesn’t necessarily spell disaster, but it will force change in the way we think about markets – and Tech will likely be the sector that feels it most!