Investment Markets Overview — W/E 8th August 2014

This week saw the centenary of the start of the first World War, or the “Great War” as it’s been termed, with the media awash with patriotic coverage of the events leading up to it, commemorations to the brave souls who perished in it, and of course the reminders that it was to be, “the end of any further wars and that we should never forget,” when in reality it’s been nothing but one conflict after another ever since and more aptly worded as, “lest we remember,” just how man’s stupidity and intransience started them in the first place. Human beings appear programmed to repeat the folly of the past and that applies to markets and the economy also. The post 2007 “all fall down,” was the worst since the great depression of the early 1930s and the reaction to that was much like the actions of policy-makers and Central Bankers’ of today. They said back then how the “beggar thy neighbour” trade disputes exacerbated the economic “correction” which followed the market crash and vowed to “never again.” Fast forward 80+ years and this week sees a ratcheting up of the trade sanctions between Russia and the “West,” not to mention the escalating “beggar thy neighbour,” policies on the currency front.

8 August 14

Subscribe to the Full Investment Markets Overview Newsletter which contains the following:-

Additional Commentaries:
•US economic data . . .
•Euro-Zone . . .
•The UK . . .
•Out East . . .
•The $US index . . .
•Within the commodities complex . . .
•Economic data due next week includes . . .

The UK Government rattles on about austerity and yet it is still running an annual budget deficit of £100BN with   …..

Charts:
1.Indices Weekly
2.US Consumer Credit  V Various Asset Classes
3.UK New Car Registrations V GDP
4.HK Jewellery Purchases V Macau Gaming Revenues
5.Commodity 1 Week Moves

Table:

13 Indices, 11 columns of detailed information, for accurate analysis

Politics requires many attributes, which doesn’t necessarily include Honesty.”

Click Here to view Details of the full version of this Newsletter which includes full text and detailed Charts for each section

 

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