Remember : "Nobody KNOWS anything" ? It certainly looks that way sometimes....
ref : - "Nine Reasons for the Sell-Off in US Stocks" , Bloomberg Markets If memory serves correctly we've wheeled ou...
"The hard work begins now" says the fantastically-named Mr Brilliant
ref :- "US and China face hurdles after tariff truce" , The Financial Times, International Section To the uninitiated, M...
Mixed signals : Rates , Trade and Oil
ref :- General Plenty going on today, and much of it revolves around yesterday's comments from Fed Chairman Jay Powell. More ...
The consequences of cheap oil... good and bad
ref:- "What Oil at $50 a Barrel Means for the World Economy", Bloomberg Economics Catching a falling knife is a particul...
Some views may have changed ..... but not everybody's
ref:- "MUFG Scraps Yield Curve Inversion Call" and "Goldman, JP Morgan Still Betting on 5 Rate HIkes by End 2019" ...
Inflating your way out of a hole ....and possibly straight into an even bigger one
ref :- "Inflation offers an escape route" by Irwin Seltzer , Business Section in The Sunday Times Crushingly high rates ...
Trying (and largely failing) to avoid Brexit ..... Is the Dollar topping out ? ref :- "Morgan Stanley Says Dollar Bull Run Has Ended, Time to Sell" , Bloomberg Markets
Well you can't, can you ? Avoid Brexit, that is ..... but for now we'll just say this : £/$ is trading just above $1.2800...
It's just the same old things, day after day .... you can hardly say it's dull, though
Wednesday 14th November 2018 It's just the same old things, day after day .... you can hardly say it's dull, though ...
What's catching the eye on a Monday morning .... and a reminder about tomorrow
Monday 12th November 2018 What's catching the eye on a Monday morning .... and a reminder about tomorrow ref : Variou...
Only fools rush to judgement ..... so here goes ! The US mid-term elections ......
ref :- General, and everywhere Just quickly, a knee-jerk reaction to the result of the mid-term elections .... Frankly, it's n...
Watch your mouth ! The Federal Reserve's head man cops some flak ......
ref :- "Powell Policy Lost in Translation as Fed Blamed for Market Woes" , Bloomberg Markets You've got to have some...