Trumponomics; 2016 Asset Class Returns; Spiking Chinese interbank rates; The return of ‘Animal Spirits’ to boost growth in markets?

Mike Gordon

2016 Asset Class Returns;  Growth boosting ‘Animal Spirits’ finally returning?;  ‘Trumponomics’;  Should spiking Chinese interbank rates ring alarm bells?;  UK retail clothing sector update       2016 Asset Class Returns Investors need to be somewhat careful in their interpretation of 2016 investment returns, due to the overwhelming influence of currency movements during this year…. Read more »

Tatton Weekly: Is the Santa rally sustainable?; Reflation trade buoying markets; Italian political upheaval fails to trigger markets stress

Mike Gordon

Santa Rally?;    Economic cycle orientation;   ‘Reflation trade’ propelling stock markets to new highs;   Italian political upheaval fails to trigger markets stress – again;   Spread betting: ‘Closing the casino’ or FCA spoil sport? Santa Rally? Now that market barometers are beginning to flash red with overbought signals, many have begun to ask whether this… Read more »

Tatton Weekly: RBS fails UK bank stress test – are banks becoming a threat again?; Exchange rates return to the spotlight; Big Trouble in Little Italy

Mike Gordon

Exchange rates return to the spotlight;   RBS fails UK bank stress test – are banks becoming a threat again?;   Big Trouble in Little Italy: Why a no vote could mean Ciao Signore Renzi; Chinese currency manipulation?;   Vienna’s OPEC Deal: ‘The Devil is in the Detail’;   UK – AIM market insight: Orwellian… Read more »