Tatton Weekly: 2017 asset class return in £-Sterling; Encouraging kick-off; Geopolitical calming despite Korea and Iran; The UK economy – a fundamental assessment; Commodities come-back?; MiFID II and its impact potential on investors; The “spectre” of Intel’s “meltdown”

Mike Gordon

Encouraging kick-off 2018 has started on a positive note. Despite widespread fears of a capital market upset caused by MiFID II coming into force on January 3rd, all remained calm and equity markets started with a positive week. This latest round of regulatory tightening across the EU’s securities markets will have some longer-term effects that… Read more »

Tatton Weekly: 2017 drawing to a close; Busy week for Central Bankers; Japan: the turnaround story; M&A: Mickey and Amazon

Mike Gordon

2017 drawing to a close As we look forward to the Christmas holidays and the new year ahead, we also tend to look back at what the year past brought us. In particular, in our profession, we look back at how the year actually unfolded relative to the expectations and forecasts we published a year… Read more »

Tatton Weekly: Progress; US Tax Reform and the anniversary of the ‘Trump trade’; Brexit Softening on the Horizon?; Japan consensus growth forecast revisions; Insight article Bitcoin and Blockchains – what are they?

Mike Gordon

Progress The week began with a homemade Brexit debacle and ended with what many commentators saw as real progress towards a constructive future relationship building between the exiting UK and the EU. Despite the Northern Ireland hiccup, we had sensed that, following last week’s exit bill compromise, there was a breakthrough in the air. I… Read more »

Tatton Weekly: Sudden, but not entirely unexpected; Breakthrough on the Brexit divorce bill; US tech sell-off negative or positive signal?; Trump’s (cold) trade war with China; Insight article: Changing liquidity dynamics’ impact potential on capital markets

Mike Gordon

Sudden, but not entirely unexpected It has been a week full of surprises and sudden turns of events, with the main unchanged parameter continuing to be the consistent and synchronised progress in global economic growth. Breakthrough on the Brexit divorce bill As widely reported, UK and EU negotiators reached a breakthrough this week around a… Read more »