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January 14, 2020

ref: - "Tail Risk" by Leo Lewis, The Financial Times, Companies and Markets

Without question, some people spend so much time looking for danger that they miss out on market moves driven by a more optimistic outlook. We wouldn't want to give them a hard time, and not onl...

January 8, 2020

ref :- "Feeling TIPSY" , Buttonwood in the Economist, Finance and Economics

We're a bit slow getting round to this piece from the Economist ..... we were going to have a look at this last Friday but inconveniently President Trump decided to sanction the drone attack aga...

January 3, 2020

ref :- "Ten Strategists on What U.S. - Iran Escalation Means for Markets" , Bloomberg Markets

If ever anyone was in any doubt about just how fundamentally global geopolitics can shape market movements, this morning has seen the sharpest of reminders. In a move rubber-st...

December 9, 2019

ref :- "Tills ring out for two-term Trump" , Irwin Stelzer's American Account, The Sunday Times Business Section 8/12/19

No, not the UK .... we'll by-pass those much put-upon British voters and their general election on Thursday .... save to say that even if the polls p...

December 4, 2019

ref :- "Sweden to buck trend with interest rate rise" , The Financial Times, International Section

The Riksbank, Sweden's central bank (and the world's oldest, incidentally) , first took its policy rate into negative territory in early 2015. It has been as low as -0.5%,...

December 2, 2019

ref :- "Five Things to Start Your Day" , Bloomberg Markets

Briefly, we'll just point you to two of Bloomberg's five .....

With stock markets regularly posting new record highs against a global backdrop that is not without some pretty threatening clouds, it would be easy...

November 22, 2019

Rest easy .... we're not getting too UK-centric, it just looks that way at first. The truth is that Brexit chaos and the imminent general election that it has spawned make the UK the provider of many of the finest (which is to say, the most extreme) examples of modern...

November 20, 2019

ref: - "HSBC Says British Pound May Soar. Or Crash”, Bloomberg Markets 19/11/19

Regulars will know that as a rule we've tried to avoid the subject of Brexit like the plague, as much as anything else on the grounds that whatever one's point of view on the matter it's jus...

November 14, 2019

ref: - "Tail Risk" by Tommy Stubbington, The Financial Times, Companies and Markets 13/11/19

Apologies for pointing you to a piece that appeared yesterday… we weren't able to get to it then but it's worth a look as it not only ties in pretty neatly with what we were tal...

November 11, 2019

ref :- "Rising Yields Quiet Bond Market's Key Recession Alarm" , The Wall Street Journal

There is, or at least there used to be, a certain image of the gnarled old trader ..... one who's seen it all before and for whom sensible caution has given way to cynicism. Actuall...

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