The bears come out to play

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The bears are coming out to play. There is more talk in the press and by market commentators of the risk of recessions in the US and other countries and, depending on what you are reading, threats of another global financial crisis (GFC) event due to surging debt, income inequality, political risk, market liquidity and valuations.

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Market Update – May 2019

View from the hill

The resurgence of global market has continued in April with lower volatility and US equities heading back to all-time highs. While economic data continues to be mixed with some signs of softening markets continue to rise as the potential for further rate rises has all but been ruled out.

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A new era for the Fed

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We appear to be on the cusp of a radical change in the approach to monetary policy in the US.  The Federal Reserve (Fed) has recently abandoned plans for further rate rises, declared an early termination of quantitative tightening and announced a strategic review of its monetary policy framework.

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