Category: Global Investment Outlook
Dieter Wermuth’s Investment Outlook – June 2018
Extremely expensive stocks and bonds This is an analysis about potential triggers of the next global financial crisis. I am ... Read more
Dieter Wermuth’s Investment Outlook – April 2018
Buoyant economies, overvalued equities Stock markets have corrected a lot since late January, but from a longer-term perspective, the correction ... Read more
Dieter Wermuth’s Investment Outlook – February 2018
“Draghi put” remains in place How will central banks react to the large correction of bond and stock markets that ... Read more
Dieter Wermuth’s Investment Outlook – December 2017
Still the same story: strong growth, low inflation, exuberant stock markets Since inflation is mostly well below target in industrialized ... Read more
Dieter Wermuth’s Investment Outlook – August 2017
Stock markets move closer to a major correction Read the full article in PDF format: Wermuths_Investment_Outlook_29August2017 ... Read more
Dieter Wermuth’s Investment Outlook – June 2017
Deceptively calm markets Read the full article in PDF format: Wermuths_Investment_Outlook_16June2017 ... Read more
Dieter Wermuth’s Investment Outlook – April 2017
Sell bonds, don’t buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_11Apr2017 ... Read more
Dieter Wermuth’s Investment Outlook – January 2017
Sell bonds, buy stocks! Read the full article in PDF format: Wermuths_Investment_Outlook_06Jan2017 ... Read more