Bond market volatility takes centre stage; Is the Great bond market rotation finally upon us?; The Trump Factor: An ‘Orange Swan’ for Emerging Markets?; Japan’s prospects continue to improve while Chinese growth moderates; UK housing market update: Housebuilders remain stable Bond market volatility takes centre stage After 35 years of gradual decline in government bond… Read more »
Are financial markets ignoring the Trump risk?; Trump’s First 100 Days: The most likely areas of initiatives; Tesco bank hack: Challenger banks in the digital age & the need for intermediaries; India gets away with scrapping and reissuing overnight most of Rupees in circulation Are financial markets ignoring the Trump risk? What I believe voters… Read more »
Are markets bracing for a ‘President Trump’?; UK Autumn Statement Expectations; Commodities: a glimmer of optimism returns to the sector; Central Bank policy update; October’s PMIs: Health check for the global economy; Q3 company earnings present corporate sector in good health – even banks! Are markets bracing for a ‘President Trump’? This surge of £-Sterling was the largest in… Read more »
Sobering October; Heathrow Expansion; Mega M&A back on the radar; Breakin’ up is hard to do; Renewed Chinese currency decline no cause for panic; OPEC: Was it all just bluff? Sobering October UK investors observing double digit returns for 2016 from their investment portfolios should refrain from worrying that capital markets have lost the plot and… Read more »
UK government bonds caught in £-Sterling’s downdraft? A temporary uptick in the rate of inflation, as long as UK economic activity remains in at least a mild uptrend, can actually turn into somewhat of an economic stimulus, as the nominal growth that comes with it can create a rising tide that lifts all boats. UK… Read more »
