Christopher Peel’s Market Notes – May 2019
The pause in the tightening cycle is a potential headwind for the US dollar, which will benefit equity markets in Asia and Latin America such as India and Mexico, especially those with adaptable supply chains. Bond markets are finely priced and are vulnerable to any signs of inflation, higher inflation expectations or any re-pricing of the liquidity premium.
This investment Blog is published and provided for informational purposes only. The information in the Blog constitutes the author’s own opinions. None of the information contained in the Blog constitutes a recommendation that any particular investment strategy is suitable for any specific person. Source of data: Tavistock Wealth Limited. Date of data: 24th May 2019 unless otherwise stated.
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