> quantitative easing Archives - Per Stirling

Blog

31

May

26

March

05

February

Per Stirling Capital Outlook – January 2018

01 Per Stirling Capital Outlook January 2018

There is probably no other professional or academic pursuit in which aphorisms and maxims are so prevalent and so enduring as they are in the world of market analysis and investing.  Indeed, there is a very good reason for that being the case, which is that so many of these pieces of market lore are just as […]

30

November

Per Stirling Capital Outlook – November 2017

01 Per Stirling Capital Outlook November 2017

For the past nine years, the single most important influence on global asset prices has been the experimental and highly aggressive monetary policies employed by the world’s central banks.  It should therefore be no surprise that the planned-for reversal of those policies could be almost as significant to capital markets as was their introduction. Indeed, […]

31

October

Per Stirling Capital Outlook – October 2017

01 Per Stirling Capital Outlook October 2017

Traditionally, the selection of the next Chairperson of the Federal Reserve is anything but a compelling drama or anything worth paying particular attention to.  To the contrary, the identity of the nominee is normally a foregone conclusion as, since World War II, every Chairperson who completed a first term has been nominated for a second […]

29

September

Per Stirling Capital Outlook – September 2017

01 Per Stirling Capital Outlook - September 2017

There are certain basic rules and inter-market relationships that every first-year economics student is taught as a matter of fact.  As an example, a slowing economy should lead to lower inflation, which is bullish for bonds, and to slowing earnings, which is bearish for stocks.  Or, that a stronger currency increases consumer purchasing power, which […]

31

August

30

June

Per Stirling Capital Outlook – June 2017

01 Per Stirling Capital Outlook June 2017

Imagine a family relaxing in a swimming pool, with every family member using a flotation device to remain on the surface of the water. It doesn’t matter who is stronger or who is a better swimmer because everyone is being kept afloat by an external force. If the amount of water in the pool is […]

28

April

28

September

Per Stirling Capital Outlook – September 2016

01 September 2016 Per Stirling Capital Outlook

As David Rosenberg, Chief Economist for Gluskin Sheff, recently observed, “summer vacation is over.” Summer is known for being a quiescent period in the markets, when trading volumes are very low and Wall Street’s primary decision-makers are off vacationing in the Hamptons. This summer was even calmer than usual. As evidence, the Standard & Poor’s […]


Navigation