"THE MARKET IS ALWAYS RIGHT !"... Well, yes... and no
ref :- "Reflation trade losses pile up for hedge funds in July", The Financial Times, Companies and Markets The mantra about t...
Tapering not a problem after all? Mmm... just don't ask the casualties of 2013...
ref :- "Tide of US Debt Set to Recede, Countering Effect of Fed Taper", Bloomberg Economics ref :- "Reduction in Fed'...
Which black cloud should we worry about most?
ref :- "Forget about inflation - it's time to worry about growth", Tom Stevenson in the Daily Telegraph, Business section 22...
The ECB's new(ish) strategy... are we really any the wiser?
ref :- "Promises, promises..." , The Economist, Finance and Economics Mmm... things are trying (not entirely convincingly) to ...
Cruising in convertibles...
ref :- "Classic convertible", Buttonwood, The Economist First up, apologies for the cheesy title but it's almost impossible ...
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