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- Tatton Weekly: From ‘Trump Bump’ to ‘Trump Slump’?; UK: ‘Reflation’ or the ‘wrong sort of inflation’?; Eurozone’s economic prospects improve
- Tatton Weekly: Remarkable market resilience; Article 50 triggered; Prospects for European banks
- Tatton Weekly: Returning Themes; Trump’s dislike of German cars; A new ‘K-spring’ (up cycle) dawning?
- Tatton Weekly: Return of the ‘old normal’ or calm before the storm?; Central bank monetary policy: Divergence; Emerging Markets Outperform
- Journal: Your Money questions
- Tatton Weekly: Spring Budget: still waiting for a cure?; Does waning Chinese stimulus threaten global growth?; Bitcoin more valuable than gold?
- Budget 2017: Commentary and round-up from Rutherford Wilkinson
- What to watch for in the Budget
- Tatton Weekly: February asset class returns; Sentiment shift or still ‘Trump rally’?; UK economy: too reliant on the consumer?
- Tatton Weekly: One year on from the last stock market correction; 2017 could see another boost from the weak pound; The UK economy: mind the gap
- Tatton Weekly: US rate rises! UK rate rises?; Growth of the EZ; The Reflation Trade
- Tatton Weekly: Trump’s ‘border adjustment’ tax and his plan to unburden US banks; Market focus returns to Europe; Regional shift in corporate earnings growth
- Trumponomics; 2016 Asset Class Returns; Spiking Chinese interbank rates; The return of ‘Animal Spirits’ to boost growth in markets?
- Tatton Weekly: Are markets bracing for a ‘President Trump’?; UK Autumn Statement expectations; Commodities: a glimmer of optimism returns to the sector
- Tatton Weekly: Historic low of £-Sterling; US Fed rate hike and UK IPO crisis
- Tatton Weekly: Q1 and March returns; US – China summit; Slowing UK house price growth
- Tatton Weekly: Rollercoaster of expectation changes; Why currency moves matter in 2017; Q1 2017 corporate earnings look stronger, but what’s priced in?
- Tatton Weekly: May calls snap election; Q1 Corporate earnings; Chinese authorities relax capital controls
- Tatton Weekly: Pollsters win again as risk-on returns; Trump unveils ‘biggest tax cut ever’ and Trading with Trump: Politics not economics
- Tatton Weekly: Megaphone politics calming the stock markets?; the UK & EU ‘divorce’ settlement; China ‘hard landing’ fears return
- Tatton Weekly: Political volatility vs. market calm; Euro-bears’ focus shifts to Italy; Japan legalises Bitcoin payments; Solid company results drive up corporate confidence
- Tatton Weekly: Trump trade reversal – sign of things to come?; Brexit pains – or ordinary economic fluctuations?; Public purse or private wealth: Re-nationalising the utilities?; Q1 earnings – fairly valued or overvalued?; Insurance accounting rule changes: Another nail in the coffin of annuities?
- Tatton Weekly: End of globally synchronised growth upswing; Why does China matter?; US update: Rate rises while economic growth is slowing?; Brazil back in Crisis: Pitfalls of EM Investing; Oil: Can OPEC contain US shale but keep prices stable?
- Tatton Weekly: Expected and unexpected turns of events; Eurozone: growing apart?; Echoes of 2007-08? Subprime fears in US car loan market; Is Japan’s economy hitting its stride?; UK Election: Political uncertainty returns
- Tatton Weekly: Strong and stable?; Political cycles and economic imperatives; New EU bank insolvency regulations pass the market test; Trump’s Softening Stance; Gulf States sever ties with Qatar – implications on oil
- Tatton Weekly: Central Banks – None the Wiser; Unwinding of QE – first appearance on the horizon; Eurobonds on the horizon?; China’s capital markets door opens – a little – further; Change in stock selection dynamics lurks beneath the ‘technology tantrum’
- Tatton Weekly: Quo Vadis – where to – Britain?; Oil’s supply soap opera; Japan – An arrow headed in the right direction; China capital market opening 2.0; Amazon’s increasing global dominance – good or bad?
- Tatton Weekly: Return of the Taper Tantrum; Competing for funds: the FCA’s investigation into asset management; India’s most audacious reform yet – taxes; Concerted central banker mis-speak?; Italian road to recovery via an old-school bank bailout?
- Tatton Weekly: Global growth ploughs on while markets take a breather; Lost decade for UK productivity; EU reaches trade deal with Japan; US rate setting committee minutes point to further rate rises
- Tatton Weekly: Pre summer-holiday investment check; The road to Brexit; Q2 corporate earnings outlook; Germany: Don’t mention the …er… trade surplus
- Tatton Weekly: Summer lull – delayed; Japan taking the foot off the accelerator?; UK fiscal policy – a dilemma on the horizon; Tech sector valuations – where to next?
- Tatton Weekly: Summer thoughts about the ‘longer term’; The IMF: A top-down view of the economic world; UK consumer credit growth – danger or opportunity?; Q2 earnings: Reassuring, but concentrated among fewer, ever bigger firms; Is India building a wall with China?
- Tatton Weekly: Consolidated base but momentum dwindling?; Trump cracking down on China or North Korea?; UK interest rates – when might they rise?; FCI’s and monetary policy; Technology, turning points and Happy Birthday Apple iPhone
- Tatton Weekly: Stocks take note of North Korea crisis – or do they?; UK house price growth “grinds to a halt”; Trump’s Fire and Fury; A fistful of Dollars
- Tatton Weekly: More sellers than buyers; Global monetary policy: not if, but when …; Brexit papers and Sterling: What does it tell us?
- Tatton Weekly: Summer low or summer lull?; Latest £-Sterling weakness a bad economic omen?; The world’s central bankers meet at Jackson Hole, Wyoming
- Tatton Weekly: Bad news, good news; Investing in competition: competition or concentration?; Hurricane Harvey; China remains solid, while Japan’s economy continues to brighten
- Tatton Weekly: ‘Back to school’ amidst hurricanes, earthquakes and nuclear threats; Falling yields, rising bond values?; Mario Draghi – master of soothing market messaging?; Ethical investing promoted from niche to mainstream?
- Tatton Weekly: BoE guides for year-end rate hike – Bluff or real?; £-Sterling rises strongly – why now?; Trump turns pragmatic and finally gets things passed; Investor insight – style based investing
- Tatton Weekly: QT to reverse QE and 2-year transition period to soften Brexit; US Fed announces QE reversal: Trading inflation for employment?; A Chinese party congress that matters; Toys “R” Us bankrupt – end of the ‘lazy economy’ era?
- Tatton Weekly: Movement; Deutschland 1 – Rest of the World 1 (German win on penalties?); Trump’s first sensible policy initiative?; Macron adds vision to EU’s economic resurgence; Oil – is ‘Lower for Longer’ over?
- Tatton Weekly: September 2017 market returns; Bad news – good news; Tory Party shifts left?; Abeonomics: Japan’s resurgence; US tax reform plans – return of the Trump Trade?; India – from the ground upwards
- Tatton Weekly: All-time highs and Q3 results outlook: Reasons to be fearful or optimistic?; Central banks’ monetary policy: Have they got it all wrong?; Emerging Markets on the up?
- Tatton Weekly: 30 years; The UK’s inflation dynamics – ‘back to front’?; New chair for US Federal Reserve – will it matter?; Communist Party Congress in China: Investment implications?; 4 letter financial acronym with predictive qualities for currencies: CCBS
- Tatton Weekly: Trick or treat season; ECB Monetary policy: lower and longer than a snake’s belly; Saudi Aramco’s IPO: Is oil at a crossroads?; Investor psychology: overcoming biases in long-term investing
- Tatton Weekly: UK rate rise: ‘one and done’ or beginning of rate hiking cycle?; Eurozone: on the periphery or in the game?; Abenomics revitalised; Butter shortages and metals prices linked by cobwebs?
- Tatton Weekly: Nervous investors herald more volatile markets; Game of Thrones at the House of Saud: an oil price threat?; Turning point for UK house prices?; Can consolidation in UK electricity distribution increase competition?
- Tatton Weekly: Yield-curve flattening: a bad omen?; Q3 earnings wrap up: Europe and Japan shine; Economic and market cycles; Value traps
- Tatton Weekly: Invincible markets?; Level headed budget – overshadowed by deteriorating outlook; How extended are US equity valuations?; The fall of Comrade Bob: What Mugabe’s resignation means for China
- Tatton Weekly: Sudden, but not entirely unexpected; Breakthrough on the Brexit divorce bill; US tech sell-off negative or positive signal?; Trump’s (cold) trade war with China; Insight article: Changing liquidity dynamics’ impact potential on capital markets
- Tatton Weekly: Progress; US Tax Reform and the anniversary of the ‘Trump trade’; Brexit Softening on the Horizon?; Japan consensus growth forecast revisions; Insight article Bitcoin and Blockchains – what are they?
- Tatton Weekly: 2017 drawing to a close; Busy week for Central Bankers; Japan: the turnaround story; M&A: Mickey and Amazon
- Tatton Weekly: 2018 Outlook
- Tatton Weekly: 2017 asset class return in £-Sterling; Encouraging kick-off; Geopolitical calming despite Korea and Iran; The UK economy – a fundamental assessment; Commodities come-back?; MiFID II and its impact potential on investors; The “spectre” of Intel’s “meltdown”
- Tatton Weekly: Bullish sentiment begins to ring alarm bells; Corporate earnings season outlook; CAPE and the valuation fear; Poor UK Christmas sales vs booming exports; Cryptocurrencies: definitely cryptic, but not (yet) a currency?
- Tatton Weekly: US$ weakness versus Bitcoin and Carillion; Carillion’s collapse: an earthquake or a tremor?; Germany, Europe and the Euro; UK housing update
- Employment opportunity – IFA Administrator
- Tatton Weekly: Surprises; Trump meets Davos; US$ in a 1985 déjà vu?; US tax cuts and the ‘marginal propensity to consume’; Chinese property and demographic dynamics that matter
- Tatton Weekly: Good news turns bad news – again; UK blues; Earnings season update– Q4 / 2017; US healthcare revolution?; An India Update: Elections, Reform and Chinese Competition
- Tatton Weekly: Meteoric stock markets crash back to reality; Accelerating pace of UK rate rises?; A ‘flash crash’ post-mortem: volatility goes “bananas”; Positive ESG Screening – Ethical investing with two return dimensions
- Tatton Weekly: Breathing easier for the moment; Trump’s long-awaited budget plan fails to inspire; Zuma’s story draws to a close; Share buybacks and stock market volumes
- Tatton Weekly: Change of direction or gradual normalisation?; Solid global Q4/17 earnings versus jittery markets; Budget boost for the UK’s treasury; The end of the “Fed Put”?
- Tatton Weekly: Time to take some profits; Schrödinger’s markets: don’t fear growth and higher rates; UK Retailers feel the chill; BoJ charts its own course; Emperor Xi?
- Tatton Weekly: Tariffs to growth?
- Tatton Weekly: Back to Normal?; UK Budget: It’s a spring statement; Potential fallout from Russian recklessness; UK property market: resilient so far but pressures remain; Don’t bet on China
- Tatton Weekly: Now we know it’s risky; A turning point for technology stocks?; Brexit Agreement Reached; Geopolitical Tensions Rise: Conflict on the horizon?; Trade War?
- Tatton Weekly: End of a stormy first quarter; US-China trade war: about trade or about war?; Private equity valuations, a Canary in the LIBOR Coal Mine?; Have the tech ‘superstars’ lost their shine?
- Tatton Weekly: Could do better; The Big Tech Scare – understanding the drivers; What’s priced in? A global economy too hot or too cold?; Earnings season preview
- Tatton Weekly: Peaking, plateauing or dimming – and how about that war?; We need to talk about the UK; US and Russia conflict over Syria; Insight – Fundamentals of bond returns and yield curve reading
- Tatton Weekly: A mixture of messages; Is the BoE backing away from a May rate rise?; Israel-Iran tensions: conflict in Syria?; China’s micro-management continues
- Tatton Weekly: Confusing signals?; Corporate earnings growth: As good as it gets?; US 10 year treasury yields finally break through 3%; Diplomacy vs. ‘Trumplomacy’: Geopolitical risk update; Markets bullish on oil
- Tatton Weekly: Past the peak?; UK, EU and the “Customs partnership”; Solar energy turns game changer
- Tatton Weekly: Batten-down-the-hatches?; Iran Sanctions Spill into Oil Market; Global Government Bonds: For the US, things have changed; It’s time to talk about technicals
- Tatton Weekly: UK wages finally outpace inflation, what’s actually going on?; Italy’s new government puts on the frighteners; Emerging Markets – “It’s so unfair”
- Tatton Weekly: Far more interesting than GDPR!; Trade Trumplomacy: Advantage China; Global growth leadership shifts to the US but also H2/2018; Demise of investment banking – good? bad? or indifferent?
