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AugustPer Stirling Capital Outlook – August 2018
Almost exactly twenty years ago, in the midst of the so-called “Asian Contagion” financial crisis, Fed Chairman Alan Greenspan used the occasion of a 1998 Speech at the University of California at Berkeley to offer a perspective that was as prescient in 1998 as it is relevant in 2018. The Chairman noted that, “It is […]
Alan GreenspanAsia/Pacific regionAsian Contagionbull marketChairman PowellChinaChinese recessiondeflationary influencesderegulationdomestic interest ratesemerging marketsEuropeEuropean UnionFederal Reservefiscal stimulusgrowth stocksinflationary riskLatin AmericaLong-Term Capital Management hedge fundlow interest ratesMexicomid-term electionsmonetary accommodationmonetary policy changesmonetary stimulusNAFTApolitical dramaPresident Trumpquantitative tighteningrecessionreversion to the meantactical investment opportunitiestax reformtech bubbleThai bahttrade dealtrade warU.S.value stocks