The Boeckh Investment Letter is a comprehensive service that provides analysis of factors affecting financial markets and broad investment recommendations within an asset allocation context.
Global monetary expansion has been unprecedented. Chart 1 shows the average interest rate of the U.S., U.K., eurozone and Japan along with the U.S. $9 trillion added to these central banks’...
Macro Themes : The outlook for global growth is improving, but still weak enough to warrant ongoing central bank monetary expansion and interest rate suppression. The ECB will have to respond to...
The gold price is obviously influenced by many factors. We touch on some of these in this update.
It is clear that there has been a sea change in Japanese economic policy. The new policy, "Abenomics" reflects a determination to break out of the country’s long stagnation and growing sense of...
We are likely in the midst of a bull market correction in gold – the severity and duration of which is not unprecedented. Goldman Sachs' bearish call, and the increasing pressure on Cyprus to...
We believe that the U.S. housing market still looks quite fragile. Home prices are rising, and unsold inventories have fallen substantially, but the lack of participation from home buyers under...
We provide regular commentary on global macro-economic issues, focusing on how they are likely to affect your investments. This perspective will help you manage portfolio risk, protecting savings and optimizing long-run returns.
Our special reports deal with critical current issues, such as the eurozone crisis, the debt supercycle and the transformation of energy markets through new technology.
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