Economics & Markets

The UK Government’s debt pit deepens

Amidst the furore over the prospects of a hard Brexit and President Trump’s immigration policies, the dry subject of our…

Volatility is at record lows – but for how long?

Since Trump won the U.S. election, markets have been flying higher without pause for breath. The Dow, for example, is…

Mellon on the Markets

I made a speech a few days ago to a gathering of property entrepreneurs in London. I intended to speak…

When Theresa met Donald

Suddenly everyone is talking trade deals - while TTP and probably TTIP bite the dust. Why does President Trump prefer…

Brace for impact: How to protect your portfolio using options

The last two months and a half have been extremely positive for equities, for the U.S. dollar, for commodities, and…

The most unlikely President ever?

On the day that the 45th President of the United States of America assumes office, during Davos week, I recall…

German economic bounce to lift the euro

We are at an important juncture in Europe. In particular, in the eurozone. For the last few years this group…

2016: A year in perspective

I wish all our readers a Happy New Year! I hope you all enjoyed the festive period and are now…

Don’t expect big gains from the FTSE in 2017

If you had decided to double up your exposure to the London stock market at the beginning of last year…

How I’m trading India’s mini depression

We are at a juncture where the full extent of India’s massive demonetisation mess will be revealed as banks prepare…