After the ECB’s big stimulus package beat market expectations but eventually backfired, the focus is on the Bank of Japan. This BOJ meeting is an important one with special guests and more legitimacy to act after Draghi’s move and the worrying data. The market mood has worsened over the weekend, contrary to the upbeat feeling on Friday. Beware the Ides of March.
Wrap up of the morning show for March 14th 2016:
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Future Market Returns = Dividend Yield + Earnings Growth +/- Change In P/E Ratio
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