Tatton Weekly: Historic low of £-Sterling; US Fed rate hike and UK IPO crisis

Mike Gordon

Markets buffeted by political risk and economic realities;  Historic low of £-Sterling necessitates a revisit of BoE’s Brexit forecast;  US Fed: Rate hike “relatively soon”;  The growth of political risk;  UK stock market flotations: Choppy waters ahead;  Virtual and Augmented Reality the next big productivity drivers? Markets buffeted by political risk and economic realities The… Read more »

Tatton Weekly- Deutsche Bank, Oil supply cap and US presidential race

Mike Gordon

Deutsche Bank: The devil is in the detail;  The “elephant curve”: fact or fiction?;  Tech disruption causes another casualty: Blackberry exits smartphone market;  Fine margins in US Presidential ‘horse-race’;  Oil: The sleeping giant OPEC awakes? The story behind Deutsche Bank Deutsche Bank has lost 55% of shareholder value since the beginning of the year but… Read more »

Tatton Weekly- BoJ’s new tactics and US ‘taper tantrum’ II?

Mike Gordon

Definitely not (yet) ‘taper tantrum’ II US Fed: Interest rates & dissension in the ranks New tactics from the BoJ – controlling the yield curve Deutsche Bank: Shades of Lehman? Not quite UK Economy: Clearing the first ‘fence’ Definitely not (yet) ‘taper tantrum’ II The risk is not going to come from central banks responding… Read more »