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Neil Behrmann

Market Sentiment & Lateral Thoughts

Neil Behrmann

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Category: Stocks

Posted on March 7, 2020March 8, 2020

Stock markets at critical juncture

The 2009 to 2020 bull market has conditioned investors to buy when the market falls. But Covid-19 has caused acute uncertainty. Will “buy on dips” work this time?

Wall Street and other stock markets rallied late last Friday, but revivals … Read the rest

Posted on February 8, 2020February 9, 2020

Investors buy UK offices & warehouses

JLL predicts that UK commercial property investments will rise by 9.3% this year. Investment opportunities are expected in warehouses, logistics property and offices. Retail properties, however, are performing poorly

UK commercial property investment transactions could surge to £55 billion ($71 … Read the rest

Posted on January 21, 2020January 22, 2020

Boris Johnson exudes optimism and promises post Brexit innovation

WHAT a difference a majority makes.

Boris Johnson not only achieved a huge victory in the December election but hopes to achieve a swift trade deal with the European Union.

As behaviourist Robert Shiller says, the British prime minister is … Read the rest

Posted on June 18, 2019June 18, 2019

Bond yields fall to lowest levels since 2016

Long-term yields are so low that they have priced in slowing growth, inflation

Bond price volatility and gold prices have risen as bond market participants expect the US Federal Reserve and other central banks to slash rates to counter a … Read the rest

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Neil Behrmann

Hello & Welcome to my blog.

Besides the latest news and analysis at the front, you will find a variety of articles under “topics”. Please also browse through the book pages where you will find background and reviews.  My latest book is Jack of Diamonds.

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Articles

  • Gold’s battle with bonds and the dollar- the Algo impact
  • Global debt implications
  • London office property prospects

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