Trump: The silent majority bites back
It’s déjà vu – all over again The great American people have spoken. And the opinion polls were wrong. Again.…
7 years ago
Economics & Markets
Financial Armageddon? It’s not inevitable, but…
Risks in the international financial system have been rising for a while. In recent months bank valuations and some credit…
8 years ago
Tread carefully with Emerging Markets
One year ago the FED was discussing whether it should hike its key rate and thus reverse a policy trend…
8 years ago
The signs of a Great Unravelling are appearing
Another month of the phoney war in markets; range bound almost everywhere, except in Japan - which is performing well…
8 years ago
The Pound will recover in time
Regular readers will know my stance on Brexit. And I voted as I did – after much reflection – well…
8 years ago
Trump v Clinton: What does it mean for your portfolio?
In a decision that promises huge ramifications for investors, on 8 November the US electorate will cast ballot votes to…
8 years ago
It’s a technology bubble but not as we know it
Are tech valuations supported by fundamentals or are we partying like it's 1999? 16 years since the bursting of the…
8 years ago
Why inflation is set to make a comeback
It's been a long, hot September, and global activity remains muted. The Fed has put tightening on Ice with the…
8 years ago
Theresa May’s plan is the right one – The UK must seize the day
The IMF has just accepted it was wrong about the post-Brexit Armageddon predictions. After all, since the Brexit-vote the FTSE…
8 years ago
The UK’s Brexit negotiating hand is stronger than you think
Don’t tell ze Britisch but ve really need zem… In a recent reflection on what central bankers get up to…
8 years ago