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Buy the US – sell the rest.

I have warned against investing in Europe or indeed the “Emerging Markets” for the last year.

Now even the most suave PC Speak cannot hide the threatening reality:

– International trade volumes are not robust. They have turnied negative for the first time in 10 years.

– The World Trade Organisation is cutting its global trade forecasts.

– The Baltic index is close to its 20 year low.

– The Purchasing Manager’s Index falling in the US, has turned negative in Germany, Japan and China.

These trends imply a world wide decline and we are not immune to world trends. So expect the FED to hold rates low to underpin our economy and keep it buoyant for a little longer. 

Have a good day. James