Far more interesting than GDPR! I suspect most will remember this 4th week in May of 2018 as GDPR email madness week. Hopefully you will have noticed that The Tatton Weekly did not join the crowd and unless you feel the urge to click the ‘unsubscribe’ button at the bottom of the email you will… Read more »
UK wages finally outpace inflation, what’s actually going on? Last week, we discussed how a lack of meaningful progress on Brexit talks, by either side, left UK growth prospects looking rather soggy. The Bank of England (BoE) believes economic growth will lag behind the Global pace as a result of the lingering uncertainty over Brexit… Read more »
Batten-down-the-hatches? We recently received a number of questions from investors on whether we thought the economic and capital market cycle is coming to an end. Basically, is it time to ‘batten down the hatches’? The UK’s uncertain post Brexit trading position was another source of concern, with some fears going as far as anticipating the… Read more »
Past the peak? We wrote last week how we observe that – after the recent correction – stock markets now appear to have entered a consolidation phase, expressed by an unwillingness to rally despite daily announcements of exceptionally strong corporate profit growth. This reached an average annual rate of over 23% in the US this… Read more »
Confusing signals? We are now over 90 days into this stock market correction and market action over the past week must have enforced the view of many lay investors that understanding what makes them rise and fall is beyond rational consideration. The ongoing Q1 corporate earnings results announcements are pointing to the strongest annual growth… Read more »
