Given the comparison between a traditional business cycle bull market and the current managed market rally, what could cause the rally to end? The key to the stock market rally is low interest rates. Therefore, the only thing that would force the Federal Reserve to raise its interest rates is rising prices (inflation). The average American believes inflation (prices) moves up when too many dollars are chasing too few goods. However, China's massive production and currency value manipulation neutralizes any possibility of this happening.

View full commentary

BFI Consulting has supported thousands of international investors at executing the investments of their choice. For many of them, BFI has become the partner for all of their offshore investment activities - a trusted advisor, facilitator and representative.

BFI Consulting AG is an independent, registered financial services organization and a member of VQF, a vocational organization of Swiss asset managers and financial services institutions, supervised by the Swiss government with the objective of quality assurance according to the highest professional financial services standards and Swiss law.

Our Services include: