Tatton Weekly Comment – 22nd January

Mike Gordon

Topic’s covered this week: Crisis of confidence in central banks’ omniscience emerging as sell-off drive UK economy and interest rate update Differing economic outlooks at Davos 2016 The ‘Great Transition’ of China causes market wobbles Saudi Arabia showing first signs of (oil) pain US earnings: Markets versus the real economy For the latest Market Comment… Read more »

Tatton Weekly Comment – 15th January

Mike Gordon

Topic’s covered this week: Bear markets without recession tend to be brief US Q4 earnings preview – are things as bad as markets suggest? Oil below $30 a barrel How do programme trading strategies impact the market? AB InBev’s mega-bond deal For the latest Market Comment please click below: Tatton’s Weekly 15 January 2016  

Tatton Weekly Comment – 11th December

Mike Gordon

Topic’s covered this week: 2015 review providing guidance for 2016 Outlook? Ramifications of the end of the Commodities Super Cycle Decision time for the Fed China’s stealth renminbi devaluation Oil’s decline continues Also this week, fundamental insight piece: How does a central bank effect monetary policy? For the latest Market Comment please click below: Tatton’s… Read more »