Brexit: We are all Ultras now…
The Brexit negotiations have entered a critical phase. Decisions made by both sides in the next three months will have…
6 years ago
Economics & Markets
Mellon on the Markets
The mini collapse in shares earlier in February must surely presage something more serious. In my excessively long experience of…
6 years ago
Expect more stock market volatility – but is it a bad thing?
The index of stock market volatility (the VIX) has gone from almost nothing to quite something. Market experts are donning…
6 years ago
Ice age for the perma-bears
For many fund managers, the arrival of January means primarily one thing: the latest investor conference from the Société Générale…
6 years ago
European markets – what could possibly go wrong?
The eurozone is humming with robust synchronised growth, right? So why has the biggest Wall Street hedge fund shorted European…
6 years ago
The Customs Union or a Customs Union? Or just confusion?
The British political class is riven with dissent over what type of Brexit is most desirable. This is because, after…
6 years ago
African Dawn: Why African markets will rally in 2018
Imagine a continent which leads the world in mobile telephony banking and in fourth generation (satellite) internet access. This is…
6 years ago
The State of the (Spanish) Union
The Catalonian insurrection has been defeated by the will of Madrid - mercifully without ugliness. But many Catalans are resentful…
6 years ago
Shaking the magic money tree
Money doesn’t grow on trees – so we are told. Yet central banks like the Bank of England can create…
6 years ago
Mellon on the Markets
Another year, another pilgrimage to the JP Morgan Biotech conference in San Francisco, now in its 26th year. About 9,000…
6 years ago