Stocks, Bonds, Currencies and Commodities!

Dear Reader,

I still expect US 10 year treasuries yield to reach 2.7% in 2015 and the Federal reserve to hike the Federal funds rate both in September AND December 2015 by 0.25%.

I still think Germany 10 year government bonds yield will remain below 1.5% in 2015. Spanish, Italian and other eurozone 'periphery' bonds to sell off. 10 year Italian and Spanish government bonds yield to hit 3.0% in 2015.

I still think US stocks should rise 5-8% in 2015 measured by the main indices.

I think FitBit(FIT), GoPro(GPRO) and Microsoft(MSFT) have a lot of upside potential and should outperform the main indices.

In the longer run Google(GOOGL) should do fine as well.

I stick with my forecast that gold will fall to 800 USD in 2-3 years.

EUR/USD should reach 0.90 in 2015. USD/JPY should revert to 110 in 2015.


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