Economics & Markets

When Will The Fed Hike Rates?

When Will The Fed Hike Rates?

8 mins. to read

We live in strange times in terms of economic reasoning and thinking. One Nobel laureate economist believes that saving is public enemy number one, as it prevents economies from growing, hence he preaches the virtues of macro policies aimed at leading people to spend whatever they produce, and eventually a little extra if they can…

Tuesday’s Master Investor Market Report

Tuesday’s Master Investor Market Report

2 mins. to read

– The FTSE 100 rose 59.06 points to 6,732.44. – The FTSE 250 gained 214.48 points and closed at 17,700.75. – The FTSE All Share increased by 33.82 points to 3,669.37. – The FTSE AIM All Share finished 2.48 points higher at 752.30. UK inflation has returned to 0% after rising last month, with the…

Monday’s Master Investor Market Report

Monday’s Master Investor Market Report

2 mins. to read

– The FTSE 100 rose 59.06 points to 6,732.44. – The FTSE 250 gained 214.48 points and closed at 17,700.75. – The FTSE All Share increased by 33.82 points to 3,669.37. – The FTSE AIM All Share finished 2.48 points higher at 752.30. An eleventh-hour deal has been reached between Greece and its Eurozone creditors…

Is Gold a Good Insurance Asset?

Is Gold a Good Insurance Asset?

6 mins. to read

Unlike the foreign exchange markets, where traders expect their bets to move vividly when the Fed puts an extra comma on its policy statement; unlike the equity markets, where traders expect price panic when Merkel sneezes; unlike commodities markets, where traders expect Armageddon when rainfall increases by one drop per year; in the gold market,…

Friday’s Master Investor Market Report

Friday’s Master Investor Market Report

1 mins. to read

The FTSE 100 rose 93.78 points to 6,675.41. The FTSE 250 gained 186.53 points and closed at 17,482.53. The FTSE All Share increased by 48.02 points to 3,536.21. The FTSE AIM All Share finished 5.05 points higher at 749.82. Centamin (CEY) has been upgraded from a “hold” to a “buy” by Canaccord Genuity and the…

China Loses Its Shine

China Loses Its Shine

2 mins. to read

Wednesday saw the Shanghai Composite plunge by as much as 8% on its open, with trading in almost half of Chinese shares halted to stem the volatility. By midweek, the main Chinese index was down by around a third from the highs, having given back all of its gains from the March rally. There haven’t…

Winners and losers in Mr Osborne’s Brave New World

Winners and losers in Mr Osborne’s Brave New World

8 mins. to read

On 08 July George Osborne delivered the first budget from a Conservative government since Ken Clark stood at the House of Commons despatch box in March 1997. Although many of Mr Osborne’s measures had been well trailed, the final coup de grâce – the introduction of a mandatory Living Wage – came as a surprise. This will have important implications on both government finances and corporate profitability in the UK which I would like to unpack here.

De-Construction at Balfour Beatty plc

De-Construction at Balfour Beatty plc

2 mins. to read

Here’s a picture of a very casual bloke on a roof opposite my house on the ‘mobi’ to his ‘Bezzie Mate’. Climb up your roof too, and have a look around. What do you see? He’ll be seeing a lot of cranes. There’s plenty of building going on. So you wouldn’t expect the Construction sector…

Do Not Take A Grexit Lightly

Do Not Take A Grexit Lightly

8 mins. to read

After a roller coaster weekend in EU politics, financial markets opened Monday with increased volatility but in certain ways disregarded the political and economic implications of what happened during the weekend. The Greeks said “no” to a new bailout, Yanis Varoufakis was dismissed, the dra(ch)ma is back on the table; but still investors don’t seem…

Thursday’s Master Investor Market Report

Thursday’s Master Investor Market Report

2 mins. to read

The FTSE 100 fell 50.10 points to 6,535.68. The FTSE 250 tumbled 170.18 points to 17,443.28. The FTSE All Share decreased by 28.49 points to 3,573.98. The FTSE AIM All Share finished 5.82 points lower at 758.15. The Bank of England’s Monetary Policy Committee has once again voted to hold rates at 0.5%. The scale…