Tatton Weekly- Deutsche Bank, Oil supply cap and US presidential race

Mike Gordon

Deutsche Bank: The devil is in the detail;  The “elephant curve”: fact or fiction?;  Tech disruption causes another casualty: Blackberry exits smartphone market;  Fine margins in US Presidential ‘horse-race’;  Oil: The sleeping giant OPEC awakes? The story behind Deutsche Bank Deutsche Bank has lost 55% of shareholder value since the beginning of the year but… Read more »

Tatton Weekly- BoJ’s new tactics and US ‘taper tantrum’ II?

Mike Gordon

Definitely not (yet) ‘taper tantrum’ II US Fed: Interest rates & dissension in the ranks New tactics from the BoJ – controlling the yield curve Deutsche Bank: Shades of Lehman? Not quite UK Economy: Clearing the first ‘fence’ Definitely not (yet) ‘taper tantrum’ II The risk is not going to come from central banks responding… Read more »

Tatton Weekly Comment – 16th September

Mike Gordon

Topics covered this week: Taper Tantrum II ? UK Economy & Bank of England: “no need for the cavalry just yet” Economic opportunity hampered by political divide in Europe Activity levels in China continue to rebound on solid fiscal support Smartphone wars: Samsung stumbles as Apple receives record pre-orders Oil galore – continues Insight: Government… Read more »

Tatton Weekly Comment – 9th September

Mike Gordon

  Topics covered this week: Back to school – end of Goldie-Locks Winter’s market storm followed by exceptional summer calm Hanjin Shipping bankruptcy, harbinger of Globalisation reversal? Weekly fundamental insight – QE revisited Personal Finance Compass (Financial data table) For the latest Market Comment please click below: tattons_weekly_9_september_2016

Tatton Weekly Comment – 2nd September

Mike Gordon

Topics covered this week: Asset class returns for August and 2016 year-to-date UK business sentiment rebound EU orders Ireland to recoup €13 billion in taxes from Apple China opening up further as it issues first SDR bond in 35 years Japanese indicators strong, but economy hindered by currency Personal Finance Compass (Financial data table) For… Read more »