Going with the flow

Article Abstract:

Trends in US financial markets are examined, as are two portfolios, one based in New York, and the other in California.

United States, Financial markets

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On the defence

Article Abstract:

Advice is provided on using traded options at a time of market recovery, with an emphasis on caution, given that US interest rates are set to rise.

United States economic conditions

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Growth stocks are out of fashion but watch for the swing back

Article Abstract:

There has been a move toward cyclical stocks and away from growth stocks, and it is unclear how long this will last. The global business cycle is not easy to analyze, and low interest rates may not necessarily bring recovery. If they do not, cyclical stocks may have become fashionable too early in the cycle. United Kingdom interest rates may be cut, but this may not necessarily help UK cyclical stocks since markets may move toward utilities and assume that the economy is performing worse than expected.

Business cycles

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Subjects list: Analysis, Stock-exchange, Stock exchanges, Portfolio management, Exchanges, Economic aspects
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