Trump’s ‘border adjustment’ tax and his plan to unburden US banks; Market focus returns to Europe; Regional shift in corporate earnings growth Market focus returns to Europe I personally do not believe that the EU will, during 2017, allow the Greek situation to deteriorate to crisis level again while German politicians are seeking… Read more »
From ‘Trump Bump’ to ‘Trump Slump’?; UK: ‘Reflation’ or the ‘wrong sort of inflation’?; Eurozone’s economic prospects improve; Currency devaluation cause and effect according to Trump; Economic insight: The commodity ‘super’ cycle From ‘Trump Bump’ to ‘Trump Slump’? After very intensive discussions of Tatton’s investment team and with external research providers, we… Read more »
Consumers make UK the G7 growth champion; Chinese New Year – an outlook to the year of the Rooster; Review of 2016 AIM stock market returns; Why the average private investor underperforms Consumers make UK the G7 growth champion Before getting overly optimistic about the UK’s far more than anticipated consistency in growth, it needs… Read more »
Leaders leading – whatever next?; May’s speech ends uncertainty: Brexit means Brexit; Q4 Earnings preview: US financials off to a good start; UK property: is the market reaching a temporary peak?; European Central Bank: no news is good news; The Unpopular Populist Leaders leading – whatever next? The combination of President… Read more »
The return to a goldilocks environment?; Crisis in Economics; no sign of Brexit effect in UK Property; E-commerce – emergence of new monopolies?; Bitcoin and currencies remain volatile The return to a goldilocks environment? I am glad to be positively surprised about the various upbeat economic data reports around the world and the fact that… Read more »
