Topics covered this week in the attached: Greek Groundhog Day? Preparing portfolios for more choppy summer water Carney Gets tough and Osborne seeks fiscal reform UK government to begin selling stake in RBS London’s luxury house prices fail to rebound Turkey wobbles – symptomatic of emerging market equities? Exxon Mobil: World’s 2nd largest company under… Read more »
Topics covered this week in the attached: Volatility is back – May’s trends carry on into June Bond market turmoil continues – Greece or inflation the cause? ECB’s Draghi: “Get used to volatility” Bank of Japan remains positive as “excessive” Yen strength is “corrected” US: Beige book shows continued economic expansion Oil prices remain under… Read more »
Topics covered this week in the attached: Greek tragedy ever closer US Growth comeback UK GDP Steady as small business loans increase China: great returns can come with a lot of uncertainty For the latest Market Comment please click below. Tatton’s Weekly 29 May 2015
Topics covered this week in the attached: ECB “leaks” its plan to front-load QE purchases Fed softens stance on timing of rate rises Old news – Deflation coming through in UK price indices Chinese house price development stabilises For the latest Market Comment please click below. Tatton’s Weekly 22 May 2015
Topics covered this week in the attached: Defaltion dead, inflation back? BoE holds rates, downgrades growth but pay increases Consumers in Eurozone boost growth “Tick-Tock” – China boosts growth with rate cuts For the latest Market Comment please click below. Tatton’s Weekly 15 May 2015