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Weekly newsletter |22 October 2021| US Equity markets aiming for new all-time highs

Aarinder Lidder - Oct 23, 2021

US Equity markets aiming for new all-time highs

Hello and welcome to our weekly newsletter, where I talk about what's been going on in investment markets and what to look out for in the days and weeks ahead.

In last week's newsletter I told you to keep an eye on the US dollar index. I said that if we do start to see the dollar fall in value then we may be into a world where equities and bonds yield rally at the same time again. If you go back and look at the chart over the last year you can see the ebbs and flows, which also coincide with the market’s narratives at the time, of whether we were entering a period of reflation or stagflation.