This paper provides Fidelity International's outlook for global equities, bonds, and alternatives. The authors believe that the bull market is still intact but is now in its last phase. Solid global growth and robust earnings growth are supporting stocks. However, pockets of rich valuations are becoming a concern in a range of asset classes.
news and blogs
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small talk
CME FedWatch tool now assigns 28% probability to Fed hike in June https://www.savvyinvestor.net/node/907745
30yr UK I-L gilts held to maturity guarantee a 23% loss of purchasing power - is this sustainable? https://www.savvyinvestor.net/node/760500
Will the BOE raise rates before the Fed does? New paper uploaded by UBS https://www.savvyinvestor.net/node/748002
Are LT rates on a firm footing ahead of rate hike? Analysis from the Council of Economic Advisers https://www.savvyinvestor.net/node/740027
Bond vol - Marco Meijer has an interesting perspective on Gavyn Davies' "Bund Tantrum" article at https://www.savvyinvestor.net/node/698100
An opportunity looming? 50 year Euro swap rates at 0.70% - surely that can't be right??? https://www.savvyinvestor.net/node/687052
Long-term inflation expectations have declined, says the Federal Reserve Bank of San Fransisco - https://www.savvyinvestor.net/node/679190
Will we see a bond market crash? Is the answer really as simple as Robert Shiller thinks? https://www.savvyinvestor.net/node/669034
Welcome to "Debt and Credit Outlook". Please use this section for brief (140 character) comments relating to bond markets.
