Topics covered this week in the attached:
- We unwind our bond barbell – why?
- UK’s fundamentals improve – but dis-inflation points to later first rate rise
- US growth engine resumes momentum
- Europe looks to be turning a corner
- Oil contango highlights global oversupply
- 2nd Ukraine ceasefire deal – will this one hold?
- Currency wars update; volatile currency trading
- Insight piece by Steven Kesh
- Global Savings Glut
- Personal Finance Compass
For the latest Market Comment please click below.
