A wall of liquidity seems to absorb every dip. But there are also enough reasons to be ever vigilant.
As Jackson Hole approaches, here are my views on tapering, rate hikes and the markets.
From rent to food and gasoline, the prices people are paying are climbing and that is putting a pessimistic hue on their view of the world.
The impact of QE is not what you may think, and inflation and rate hikes will have a more direct effect on yields.
Regardless of one's politics, this ought to scare you as an investor.
Also, the NFIB Small Business Optimism Index printed at 99.7 for July, still on the strong side, but well below June's print, and well below expectations.
We hear so much about how there will be an everything rally once the Delta variant peaks. We have not already had 'an everything' rally?
One thing we know is that the current wave of the pandemic just seems to be getting worse.
What you need to know about the blowout report and where markets are likely headed next.
If the market is really as tight as the analysts claim, then why is the price not moving much higher?