Grappling with the bear
What will be the long-term consequences of the incident in Salisbury on 04 March? It seems a new arms race,…
What will be the long-term consequences of the incident in Salisbury on 04 March? It seems a new arms race,…
Globally, the corporate default rate is about to spike. That will have serious consequences for the international financial system –…
The outlook for UK government finances has improved (mildly) – that is good news. But the debate about “austerity” will…
Talk of a stock market correction had been swirling for months ahead of the wobble sparked in the US at…
The Brexit negotiations have entered a critical phase. Decisions made by both sides in the next three months will have…
The mini collapse in shares earlier in February must surely presage something more serious. In my excessively long experience of…
The index of stock market volatility (the VIX) has gone from almost nothing to quite something. Market experts are donning…
For many fund managers, the arrival of January means primarily one thing: the latest investor conference from the Société Générale…
The eurozone is humming with robust synchronised growth, right? So why has the biggest Wall Street hedge fund shorted European…
The British political class is riven with dissent over what type of Brexit is most desirable. This is because, after…