Tatton Weekly Comment – 12th August

Mike Gordon

Topics covered this week: Ultra-low UK yields ‘medicine’ brings challenges but drives up returns Bank of England’s new £70 billion QE & how it impacts pensions Eurozone growth potential despite structural deficits UK Retail Banking: Behavioural as opposed to structural intervention by the CMA Personal Finance Compass (Financial data table) For the latest Market Comment… Read more »

Tatton Weekly Comment – 5th August

Mike Gordon

Topics covered this week: Market rally despite UK’s central bank announcing emergency support measures for economy Bank of England takes action: Is cheaper credit the right answer? Eurozone growth continues, but so does North – South divide Japan kicks off fiscal stimulus Chinese growth outlook continues to reassure UK Energy generation: (half)-life after Hinkley Point?… Read more »

Tatton Weekly Comment – 29th July

Mike Gordon

Topics covered this week: Summer blues on the horizon? ‘Project Fear’: overstated or understated? The ‘Jury’ is still out US interest rate rise outlook UK house builders rally Japan’s central bank was dammed to disappoint Q2 earnings tracker – technology and banks continue to shine Personal Finance Compass (Financial data table) For the latest Market… Read more »

Tatton Weekly Comment – 22nd July

Mike Gordon

Topics covered this week: Market exuberance or dawn of a post fiscal austerity era? Will Global central bank stimulus finally be augmented by fiscal stimulus? Post Brexit residential housing market outlook Guest economist Duncan O’Neill: A steep price to pay: The Equity Risk Premium – ERP US Q2 earnings season – reassuringly solid Personal Finance… Read more »

Tatton Weekly Comment – 15th July

Mike Gordon

Topics covered this week: Tragedy in France sees markets pause their strong run Is Japan about to launch ¥10 trillion ($98.1 billion) ‘helicopter money’? Nintendo’s shares surge 70% on next big hit in mobile Chinese trade data suggest exports remain stable Tensions on Hague verdict in the South China Sea For the latest Market Comment… Read more »