Attractiveness of US equities has declined compared to bonds
US equities in narrow trading range
The effects of tight monetary policy become visible – insolvencies rise
Equity valuations are getting a reality check
Tight supply boosts crude oil price
The second half of the year starts with a change of favourites
Earnings expectations pick up from Q4. That seems optimistic.
Equities the best investment in the first half-year despite various stumbling blocks
Equity markets are due for a reset
Positive S&P 500 annual performance only due to a few tech stocks