https://www.youtube.com/watch?v=AG0QsUdnC-sFrancois Savary CIO www.genvil.ch What is pulling US stock market6s to new levels? Gold, Bond yields and stock markets are all going up in unison. Is this unusual ? Inflation could be the party-pooper. Beware of uplifts and revisions. PE ratio's are high already and can't be stretched much more therefore higher EPS are required…
https://www.youtube.com/watch?v=o-rvFq0F5uoFrancois Savary, Mark Williams discuss the weeks latest market questions. Joseph Stiglitz thinks the Fed is behind the curve and needs to make deep rate cuts. China exports show sharp increase especially to Europe. Is this caused by price dumping or by demand ? WTI Crude is nearly down to 2023 lows:- Due to supply…
