Tariffs to growth It has been one of those weeks where it is hard to decide where to start, where to end and what to leave out. Most welcome for investors were the ECB’s monthly announcement and the thawing of the relations between North Korea and the US. Least inspiring was Donald Trump’s introduction of… Read more »
Time to take some profits February brought a sudden, even if long expected end to the calm and steady rising equity market conditions. We wrote at length during the month what triggered the correction and what it is likely to mean going forward. In a nutshell, we agree with the view of many respected investment… Read more »
Change of direction or gradual normalisation? The end of the low volatility goldilocks stock market environment has been unnerving for investors, but it has also triggered a fascinating debate amongst economists and market strategist about where we may be heading from here. As a result I have had the dubious pleasure of having to analyse… Read more »
Breathing easier for the moment This week has been quite quiet in the UK. Of note, wages look set to rise more than 3% this year, stronger than 2.6% rise for last year. Subsequently, the Bank of England will probably deliver a rate rise at their March meeting. But we’ll look at the UK in… Read more »
Meteoric stock markets crash back to reality After the prolonged period of calmly up-trending stock markets (see chart above) the market correction that occurred over the last 10 days was perhaps overdue and did not come entirely unexpected as regular readers will know. As I wrote in my stock market assessment email on Tuesday, many… Read more »
