Tag Market Outlook

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Seven Factors Likely to Roil Markets

Seven factors to understand the market shift that’s roiling markets; bond yields and inflation, distortion, recovery, leverage, tech vs reality, exuberance, and value.

bonds, Crash, Market Outlook, markets, Recovery, regulation, stocks
Bill Blain
March 9, 2021
2

The UK should lead by spending more on Defence – we can!
June 29, 2022
Inflation is increasing the burden of the UK’s debt, but it’s been well managed and should not impact as heavily as it might in other highly indebted nations. We can probably afford to spend more – especially in Defence, the primary duty of any state.Read More »
The End of American Exceptionalism Has Massive Market Consequences
June 27, 2022
The US just took another step towards the end of the Age of American Exceptionalism. It will have major consequences on markets and geopolitics. The West has limited time to prepare for some profound changes.Read More »
Has Covid Changed the Capital Markets for the Better?
June 24, 2022
Post-pandemic markets are challenging! We’re juggling multiple crises from inflation shocks, market wobbles and policy normalisation. Markets today are adjusting to the last 14 years of extraordinary monetary policy which have distorted the basis of markets and economic behaviours. Addressing them will be a long-term market challenge.Read More »
Blain vs Grass. Pollen Wins.
June 23, 2022
Forget Covid. Hay Fever is the immediate threat. And it’s whapped me.Read More »
Hubris, Tesla and Exploding Pigeons.
June 22, 2022
Would a Tesla survive a Kamikaze Pigeon attack? Tesla remains the tech stock that’s defying the ongoing valuations reality. Why? Because Musk still controls the narrative – and that may be about to change.Read More »