Recent content by bongo
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Massive Market Upspike? (Opposite of a Crash)
in terms of the current rally in US equities, isnt it based purely on the expectation that Trump will be able to execute all his plans? however the uncertainty with the policy is not being considered and it is highly unlikely that Trump will be able to execute all his plans. The valuations... -
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In interest raising period, what will be the next trends?
From a macro sectoral balances viewpoint, it depends upon whether or not private sector is able to substitute govt spending in those sectors. If rate of decrease in govt debt growth is faster than rate of growth of private spending then it should shrink. Im not so familiar with the American... -
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In interest raising period, what will be the next trends?
Raising interest rates this time is quite different than normal times. Usually interest rates are increased when inflation gets out of hand and the govt wants to control spending in the economy. However, this time, interest rates are being raised after a long period of deleveraging (credit...