Deflation is here and/or coming in all shapes and sizes; from imminent debt defaults, technology driven disruptions, aging populations, sagging social schemes, unconventional policies(NIRP etc), poor long term economic outlooks (for advanced economies) and so forth. Managing such, is beyond any entity despite their proclamations to the contrary. The global economy can be Japanized pretty quick, some for longer periods than others (years vs decades).

To the best of my knowledge, devaluation of currencies in the current environment is a zero sum game. With both world trade and world economic growth at 15 year lows there will be no winner, just a bunch of people holding worthless paper. Not that it will stop most from trying but the end game is a lose-lose outcome.

With regards to oil, I am still waiting for it at below $20pb.

Euro zone needs to increase the birth rate of the member countries.
There are few young people and an aging population.
The young people are the innovators and spenders

This maybe true but what happens when an increase in population doesn't necessarily translate into increased spending? Plus this is coming from a populace that is predisposed to higher spending per capita than anywhere else in the world save for the US.

This particular breakout will be a major one. US indices have been in stagnation mode for the better part of two years (since 2014). A few scares or flash crashes here and there but largely no movement.

As if that was not enough both the dollar index and bond yields are also exhibiting a change in trend. It will be one heck of a market if all three breakout with aplomb at the same time.

Funny how KE keeps getting itself into jams that it ought not to have. NSSF is now investing less than half what its members are contributing with the bulk of the contributions going to offset administration expenses.

It is now operating less efficiently than smaller competitors regardless of its economies of scale advantages.

Their NSE and bond portfolios would be an interesting trend to read. And I thought that social schemes going burst was a problem for developed economies only.
http://www.businessdaily...37832-k5w14d/index.html

Economic, political and social trends are moving in lock step.