A quick investment perspective on the current economic news will give us insight into what to do with our portfolio, what the best risk reward portfolio allocation is at this point in time, and what one can expect to happen.
I’ll look at U.S. economic data, emerging market yields, and touch on Italy which is becoming a bigger and bigger risk.
Economic Data – Strong, But Also Weak
The headline consumer price index came in at 2.5% which is good, but might lead to higher interest rates which is a dance that has to stop at some point. More →