Topics covered this week: Market exuberance or dawn of a post fiscal austerity era? Will Global central bank stimulus finally be augmented by fiscal stimulus? Post Brexit residential housing market outlook Guest economist Duncan O’Neill: A steep price to pay: The Equity Risk Premium – ERP US Q2 earnings season – reassuringly solid Personal Finance… Read more »
Topics covered this week: Tragedy in France sees markets pause their strong run Is Japan about to launch ¥10 trillion ($98.1 billion) ‘helicopter money’? Nintendo’s shares surge 70% on next big hit in mobile Chinese trade data suggest exports remain stable Tensions on Hague verdict in the South China Sea For the latest Market Comment… Read more »
Topics covered this week: “It’s an ill wind that blows nobody any good”… UK commercial property fund redemption freeze: nuisance rather than cause for panic Bank of England goes on the offensive to help boost lending June Fed minutes reveal a ‘wait and see’ approach? Guest Economist – Duncan O’Neill: Pound for pound: Is Sterling… Read more »
Topics covered this week: Markets keep their calm while UK politics lose their head(s) Unchartered waters…but who’s at the helm? While UK politicians flounder, investors hold steady Markets now don’t expect another US rate hike until 2018 Could Brexit prompt a series of EU reforms? ECB confident the Eurozone can cope China’s economy improving, but… Read more »
Topics covered this week: Brexit concerns go Global – or do they? A cautious Fed keeps interest rates on hold Oil market supply and demand not expected to find balance until 2017 Microsoft buys LinkedIn for $26.2 billion – a Facebook for the office? Guest Economist – Duncan O’Neill: Gilt edged opportunity or just risk-off?… Read more »
