Based on hopes of the Ukraine war ending – plus other factors – the major stock indexes are up an average of 2% in 1st half of August – normally a weak month.
After years of making heavy demands on foreign investors and business interests, Beijing has awakened to its need for them and so is changing its tune.
Volatility is rising, but with the dip buyers emboldened, and Fed cuts on the way, it will probably take a Black Swan event to break the positive momentum.
While Asia and much of Europe are in the midst of a demographic collapse, U.S. is better positioned with household formation and better assimilates immigrants.
Based on hopes of the Ukraine war ending – plus other factors – the major stock indexes are up an average of 2% in 1st half of August – normally a weak month.
After years of making heavy demands on foreign investors and business interests, Beijing has awakened to its need for them and so is changing its tune.
Volatility is rising, but with the dip buyers emboldened, and Fed cuts on the way, it will probably take a Black Swan event to break the positive momentum.
While Asia and much of Europe are in the midst of a demographic collapse, U.S. is better positioned with household formation and better assimilates immigrants.