Just a little thesis I put together for what might spark the next bull run.
Interestingly leading into each presidential election since the GFC the markets have plateaued for 18 months. After the 2012 election it was QE3 that sparked a bull run & in 2016 it was Trumps bullish corporate policies.
Yes there has been other factors but now the big question to ask is "what could be the catalyst for a bullish market rally after the 2020 election"?. I propose that it could be the fact that the markets finally swallow the bitter pill, that being, interest rates are never going to normalize again. At this point in time I cant see anything other than this being the spark for the next upward run. The appetite for income could see sovereign wealth funds, governments, corporations buying up and cannibalizing everything. Margin debt is set to go off the richter. This could nearly be like a fire sale. Let me know what you think will be the next bull run catalyst - Cheers
Interestingly leading into each presidential election since the GFC the markets have plateaued for 18 months. After the 2012 election it was QE3 that sparked a bull run & in 2016 it was Trumps bullish corporate policies.
Yes there has been other factors but now the big question to ask is "what could be the catalyst for a bullish market rally after the 2020 election"?. I propose that it could be the fact that the markets finally swallow the bitter pill, that being, interest rates are never going to normalize again. At this point in time I cant see anything other than this being the spark for the next upward run. The appetite for income could see sovereign wealth funds, governments, corporations buying up and cannibalizing everything. Margin debt is set to go off the richter. This could nearly be like a fire sale. Let me know what you think will be the next bull run catalyst - Cheers
評論:
The S&p500 Ascending triangle Break out was about a year early for the powers that be, and, the S&p500 has now pulled back to the top/inside of the ascending triangle due to coronavirus. I suspect the coronavirus scaremongering has done its job.