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October 31, 2018

ref :-  "Index Funds are not to blame for market volatility" , The Financial Times, Opinion

The first thing to say about this contribution in the FT is that it comes courtesy of Gregory Davis, CIO of Vanguard. For those not in the know, Vanguard blazed a trail for...

October 29, 2018

ref :- "Italian Bond Revival begins as S&P Holds Fire on Rating Cut" , Bloomberg Markets

When the going gets tough, you'll take whatever good news you can find ..... and without doubt the rating agencies have delivered some good news to Italy. A little more than a week...

October 23, 2018

ref :-  "Market Forces" by Michael Mackenzie , The Financial Times, Companies and Markets

Arguably, anytime that any market has a better day after a prolonged period in a downtrend you could ask the same thing : are we just taking a breather, or is it time to...

October 18, 2018

ref :- "Carter's lesson for Trump : keep your hands off the Fed" , Opinion by Stuart Eizenstat,
The Financial Times

We love a bit of history... To those who question the value of studying the subject, the standard (and utterly correct) response is that we do so to learn...

October 15, 2018

ref :- "Bear or Bull ? Five reasons to claw or thunder " , Reuters Markets

Market commentators who are not required to make investment decisions have a much easier ride than those who actually stand or fall on their market views .... not nearly as profita...

October 12, 2018

ref :- A selection from Bloomberg Markets

As the markets take a welcome breather at the end of a turbulent week, just time to point you in the direction of a few Bloomberg pieces that catch the eye this morning :

Italian Lawmakers Approve Deficit Goal as EU Showdown Near...

October 9, 2018

ref :- General

We've been "off air" for a bit, which is possibly a bit unfortunate as there's been plenty going on. So much so in fact that taking a brief tour around the markets to reacquaint yourself with things might just be enough to make you wonder whether somethin...

October 2, 2018

ref :- "No need to get queasy about the unwinding of QE", David Smith's Economic Outlook in the Sunday Times, Business Section

Seems like an odd moment to reach back to the weekend's press... after all, it's not as though there's nothing going on. After yesterday's upbe...

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