Coverage Universe - Weekly Price Changes June 29-July 6, 2018
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Energy, Communications, Economics
Political turmoil is spilling into markets. It is being driven from changes in energy supply, communications technology and practical economics. Advances in these areas are more scientific in nature, it is the adaptation to the changes which is where it turns political, and for now the tone is disruptive.
Currently accepted economic wisdom is built on conventions for managing the supply of money and credit. This largely controlled by central banks who set the level of interest rates. These methods were established to help economies rebuild following WWII, of late they are no longer following a familiar cycle. Commentary this week is intended to put these changes into perspective including how they impact investing strategies. When there is so much political turmoil, reviewing earnings reports including the financial statements that back them up, never goes out of style.
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