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Equities

An In-Depth Look at The German Dax Index

Author: Bruce Liegel The German Dax made new all-time highs last week, and as Chart 1 shows it has been on a tear over the last few weeks as the market is now aggressively pricing in a dovish interest-rate policy change by global central banks. The so-called “pivot” is now

Equities Rally While US bond Rates Fall

Author: Bruce Liegel A very sharp move in markets last week, much greater than what we thought could occur when we penned our article last weekend. A number of large institutional investors were calling for market reversals last week just prior to the Federal Reserve meeting. As is usually the

A Look at S&P 500, Nasdaq and Nikkei

Author: Bruce Liegel On May 31 this year, the weekly update warned about an imminent correction in the global equity markets. The call was a little early for both the S&P 500 and Nasdaq, but the rest of the global markets (except Japan) outlined in that report have

The Carry in the Conundrum

Author: Bruce Liegel Preamble This is the first of what I hope will be a long-term monthly publication of my thoughts on investing in markets. My hope is that I can show you how institutional investors look at markets and how they invest. I have had a front-seat view as
The Carry in the Conundrum