XJO - Bear Posts only (Factors which might cause the markets to fall), page-2851

1) under normal circumstances we have a Deflationary environment due to an aging population and technological advances. This is why Economies the World over have been able to run low interest rates for years
2) Covid stimulus has boosted Inflation.
3) Russia's invasion of Ukraine has boosted Inflation moreso.
4) Central Banks understand the difference between 2 and 3.
5) Central Banks are working on 2. Governments are working on 3.
6) Housing will be slightly affected by 2-3% interest rates as Households are 2 years in advance of mortgage repayments on average.
7) The Aus economy will be effected by U.S. and Euro downturns due to Putin.
8) Oxford Economics (very reputable) predicts global GDP growth to rise to 3.1% in second half of 2022. That is not a Global recession.
9) 2023 will be moreso Euro dependent, can they find alternative Oil, Gas, Wheat etc markets.