Santa Rally?;    Economic cycle orientation;   ‘Reflation trade’ propelling stock markets to new highs;   Italian political upheaval fails to trigger markets stress – again;   Spread betting: ‘Closing the casino’ or FCA spoil sport? Santa Rally? Now that market barometers are beginning to flash red with overbought signals, many have begun to ask whether this… Read more »

Exchange rates return to the spotlight;   RBS fails UK bank stress test – are banks becoming a threat again?;   Big Trouble in Little Italy: Why a no vote could mean Ciao Signore Renzi; Chinese currency manipulation?;   Vienna’s OPEC Deal: ‘The Devil is in the Detail’;   UK – AIM market insight: Orwellian… Read more »

UK Autumn Statement: Phasing out of austerity, but no fiscal stimulus kick-off;  Improving investor confidence because of or despite Donald Trump?;  How international trade increases the wealth of nations;  Oil price update – OPEC’s Vienna summit: What to expect?;   India cash demonetisation update UK Autumn Statement: Phasing out of austerity, but no fiscal stimulus kick-off… Read more »

Bond market volatility takes centre stage;  Is the Great bond market rotation finally upon us?;  The Trump Factor: An ‘Orange Swan’ for Emerging Markets?;  Japan’s prospects continue to improve while Chinese growth moderates;  UK housing market update: Housebuilders remain stable Bond market volatility takes centre stage After 35 years of gradual decline in government bond… Read more »

Are financial markets ignoring the Trump risk?;  Trump’s First 100 Days: The most likely areas of initiatives;  Tesco bank hack: Challenger banks in the digital age & the need for intermediaries;  India gets away with scrapping and reissuing overnight most of Rupees in circulation Are financial markets ignoring the Trump risk? What I believe voters… Read more »