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 »
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 »
Politics are back – £-Sterling plunges – again!; UK economic growth back on track?; Devaluation metrics: Pounds, pence and common cents; US Q3 company earnings season preview; Gold price falls through critical $1,300 level; Global property investment volumes decline for the first time in 7 years Politics are back – £-Sterling plunges – again! There… Read more »
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 »
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 »
