- We see risks to stocks increasing, it’s time to get more cautious.
- The Ukrainian situation seems to escalate with the eurozone economy already in big trouble, but consumption growth in the US came to a halt and QE will follow, stock buybacks.
- After the big rallies in stocks and bonds, time to bet against the euro and on a spike in the VIX, whilst being more cautious overall.
Risk is returning
September 10th, 2014 · No Comments
Tags: The Markets