It’s safe to say that David Stockman, former US government budget director, is not impressed by President Donald Trump
While a recession in the near-term seems unlikely, investors should prepare for more volatility in the markets.
Ray Dalio, the founder of Bridgewater Associates, thinks conditions in the global economy look “pretty sunny”. But for investors, political issues are now more important than macroeconomic ones.
Optimists think all is well in the wider economy. Author Satyajit Das is not so sure.
That bitcoin is in a bubble is beyond doubt, reckons investment guru Albert Edwards. The trouble is, it’s distracting us from another bubble.
2018 is starting to look a lot like 1988, 1999 and 2006, reckons investment guru David Rosenberg. Investors should make the most of the next 12 months.
Inflation in America probably won’t surge higher, reckons GMO’s Ben Inker. Nevertheless, investors shouldn’t discount it.
Bitcoin may be a phenomenal speculative punt, reckons Axa Investment Management’s Chris Iggo. But a functioning currency it is not.
Jim Rogers disagrees with Federal Reserve governor Janet Yellen’s assertion that there will never be another bear market in her lifetime.
There are “so many lights flashing red that I am losing count”, says fund manager Neil Woodford. But Brexit doom-mongers are profoundly wrong about the prospects for the UK economy.
Peter Thiel, co-founder of PayPal and ex-CEO of hedge-fund group Clarium Capital, is generally sceptical of cryptocurrencies. But not bitcoin.