Are markets bracing for a ‘President Trump’?; UK Autumn Statement Expectations; Commodities: a glimmer of optimism returns to the sector; Central Bank policy update; October’s PMIs: Health check for the global economy; Q3 company earnings present corporate sector in good health – even banks!  Are markets bracing for a ‘President Trump’?  This surge of £-Sterling was the largest in… Read more »

Sobering October; Heathrow Expansion; Mega M&A back on the radar; Breakin’ up is hard to do; Renewed Chinese currency decline no cause for panic; OPEC: Was it all just bluff? Sobering October UK investors observing double digit returns for 2016 from their investment portfolios should refrain from worrying that capital markets have lost the plot and… Read more »

UK government bonds caught in £-Sterling’s downdraft?  A temporary uptick in the rate of inflation, as long as UK economic activity remains in at least a mild uptrend, can actually turn into somewhat of an economic stimulus, as the nominal growth that comes with it can create a rising tide that lifts all boats. UK… Read more »

Markets buffeted by political risk and economic realities;  Historic low of £-Sterling necessitates a revisit of BoE’s Brexit forecast;  US Fed: Rate hike “relatively soon”;  The growth of political risk;  UK stock market flotations: Choppy waters ahead;  Virtual and Augmented Reality the next big productivity drivers? Markets buffeted by political risk and economic realities The… Read more »

Politics are back – £-Sterling plunges – again!;  UK economic growth back on track?;  Devaluation metrics: Pounds, pence and common cents;  US Q3 company earnings season preview;  Gold price falls through critical $1,300 level;  Global property investment volumes decline for the first time in 7 years Politics are back – £-Sterling plunges – again! There… Read more »