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March 12, 2020

ref: - General

It's tough trying to put together something cogent about these plunging markets for any number of reasons. But not least among them is the fact that so extreme are the moves one might want to write about, what you've got say is out of date before you've h...

March 10, 2020

ref: - General

Why the title? Just too many gnarled old traders being quoted on the wires probably, telling us how they've seen it all before but that this is all new to the latest generation, as though the "newcomers" had just been staring in disbelief at their screens...

March 4, 2020

ref :- General

After the Federal Reserve's surprise (shock ?) move in slashing rates by 50 basis points yesterday, we had to pen a little addendum to what we were banging on about earlier in the day. Remember we were pontificating about how effective monetary stimulus c...

March 3, 2020

ref: - "Investors expecting virus rescue by Fed ignore great risks”, Karen Petrou of Federal Financial Analytics, Markets Insight in the Financial Times

This particular coronavirus, Covid - 19, may be something new and so is its rate of spread and its threat to the glob...

February 26, 2020

ref :- "Investors remain complacent about virus despite sell-off" , Nouriel Roubini, Markets Insight, The Financial Times Markets and Investing

ref :-"Tail Risk" , Philip Stafford, The Financial Times Companies & Markets

Thankfully, things are a little calmer today. One...

February 24, 2020

ref :- " JPMorgan Says Rally in Treasuries May Be Nearing a Turning Point" , Bloomberg Markets

We'll have to be brief .... it's a frantically busy morning on markets, and not a very happy one. The rapid expansion of the Coronavirus into S.Korea and now Italy has raised...

February 19, 2020

ref :- "Abenomics on trial as Japan prepares for recession" , The Financial Times, International Section

ref :- "Japan's problem is not enough Abenomics" , The Financial Times, Editorial

Apologies for being away from the keyboard for so long .... unavoidably detained and...

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...

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