Leaders leading – whatever next?; May’s speech ends uncertainty: Brexit means Brexit; Q4 Earnings preview: US financials off to a good start; UK property: is the market reaching a temporary peak?; European Central Bank: no news is good news; The Unpopular Populist Leaders leading – whatever next? The combination of President… Read more »
The return to a goldilocks environment?; Crisis in Economics; no sign of Brexit effect in UK Property; E-commerce – emergence of new monopolies?; Bitcoin and currencies remain volatile The return to a goldilocks environment? I am glad to be positively surprised about the various upbeat economic data reports around the world and the fact that… Read more »
2016 Asset Class Returns; Growth boosting ‘Animal Spirits’ finally returning?; ‘Trumponomics’; Should spiking Chinese interbank rates ring alarm bells?; UK retail clothing sector update 2016 Asset Class Returns Investors need to be somewhat careful in their interpretation of 2016 investment returns, due to the overwhelming influence of currency movements during this year…. Read more »
50 editions of Tatton’s Weekly during 2016; 2016: An Epilogue. Read the full Tatton commentary here.
Good-bye 2016 – Hello 2017!; Bond and currency outlook; Hawkish Fed in Trump turn; Less upside potential for UK residential property in 2017. Read the full Tatton commentary here.
