Stocks, Bonds and Emerging Markets!

Dear Reader,

After the Greece situation  temporarily got settled there was risk on again.
I personally expect US stocks to sell off more than 20% from the current levels measured by the main indices. Biotech and tech stocks should fall circa 30% or more, because there are in a bubble.

Eurozone bonds should start selling off somewhere in the first two quarters of 2015. India and China look good value plays in the long term, even though the Federal reserve will raise rates.

I expect US treasuries to start selling off in 2015 as the Federal Reserve will raise the Federal Funds Rate. The disruption of the US stock markets will transpire into eurozone stocks and they will sell of again.


Disclaimer: This article and posts on social networks(Twitter, LinkedIn etc.) are provided solely for informational purposes, and do not constitute an offer or solicitation to buy or sell any securities. The opinions  expressed in the blogpost and posts on social networks(Twitter, LinkedIn etc.) are the author's and they in no way express the opinion or official position of Bulgarian National Bank!



Conflicts of interest: I may possess some of the securities or currencies mentioned in the blogpost and posts on social networks(Twitter, LinkedIn etc.)!