Q4: More of the Same?
Photo courtesy of Ms Eleanor W., Perth, W.A.. Three quarters into the year, let’s take stock of where we are in terms of performance across the different equity and credit asset classes… Continue reading
Category Archive: FED
US tapering vs China tapering – actually no difference
Martin Feldstein‘s article on the WSJ today, “The Fed should start to ‘taper’ now” puts the whole Fed’s to-taper-or-not-to-taper debate very succinctly. It is not about recovery or the lack of enough recovery… Continue reading