Hey, “It’s tough out there !” Yes, indeed.  Let’s see where we are: What will happen with interest rates?  Is there a bond bubble ? What is the future impact from Europe ? Will emerging markets continue to grow and support commodity markets? Will there be a QEIII ? What will be the impact [...]

Yet more excitement about the Eurozone has investors scurrying in the latest risk off trading session. Initial enthusiasm over the EU deal agreed to late last week on tighter EU control over national budgets faded, as the realization set in that there remain serious issues unresolved.  Such as: can Italy really be protected what is [...]