Trump’s Last Dance
You have your own political views, you are assaulted by everyone else’s
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Currencies
As the chart shows, the ‘risk off’ currencies of US dollar, swissie, and yen have all strengthened this year
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Ying and Yang
Gold and oil, heads and tails, black and white, night and day, Cain and Abel, Tom and Jerry
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Fixed Income
The chart shows that Government Bonds, conventional and linkers, have been the safest of havens this year, posting strong returns
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Market Outlook – Don’t Fight the Fed
It’s the oldest cliché in the book.
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Market Returns
The following chart shows the strength of the market rebound with the majority of the losses being retraced in most global markets
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Macro…Hope springs eternal
Normally I end this section with a table of economic forecasts
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General Market Review
It has been a horrible last few months, but the worst of the pandemic is now thankfully behind us and with lockdown restrictions being eased we can begin to look forwards with some hope.
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Final thoughts
These numbers make the grimmest of reading with only government bonds
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Currencies
Currencies are moving solely as ‘risk’ assets with the strongest being
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