Tatton Weekly Comment – 1st April

Mike Gordon

Topic’s covered this week: No April Fool: Positive Q1 2016 investment returns April fool or permanent market truce as global economy ‘refuses’ to change course? US Fed – data or market driven monetary policy? 2 speed UK residential property market & new ONS house price index Brazil’s market rebound is pricing in president D Rousseff’s… Read more »

Tatton Weekly Comment – 24th March

Mike Gordon

Topic’s covered this week: Quiet markets as terrorist murders return Is the price of oil stabilising? Earnings and macro-economic data review – continued improvements Emerging markets update Pension Shortfall in the US Personal finance compass For the latest Market Comment please click below: Tatton’s Weekly 24 March 2016

Tatton Weekly Comment – 18th March

Mike Gordon

Topic’s covered this week: Stock market recovery continues – because or despite US Fed meeting and UK budget? US Fed policy & interest rates: steady as she goes Scarcity of demand – should fiscal stimulus complement monetary stimulus China’s considers “Tobin tax” on currency transactions Valeant’s debt troubles – is there an economy wide problem?… Read more »

Tatton Weekly Comment – 11th March

Mike Gordon

Topic’s covered this week: ECB’s Draghi – ‘Super Mario’ once more European Central Bank: Change of tack Further signs of economic spring UK Pensions ahead of the Budget UK Retail Banking: contrived competition? China’s NPC delivers few surprises as exports disappoint Personal finance compass For the latest Market Comment please click below: Tatton’s Weekly 11… Read more »

Tatton Weekly Comment – 4th March

Mike Gordon

Topic’s covered this week: Smell of spring in the air? Monthly global asset class returns for February G20 Summit: A missed opportunity? German Bond Yields at near-record lows Better US economic data sooths investor nerves China update –Central Bank remains accommodative to growth Reformists winning Iranian elections bodes well for regional economic revival Morrison’s tie… Read more »