The world has been engaged in a constant game of Fed watching since the Federal Reserve indicated that a turn in policy, from loose to tight, would be on the…
Around May of this year, it looked like the tide had finally turned for a recovery in Chinese stocks. The PBoC was cutting rates, the government was falling over itself…
When Mario Draghi left the ECB, his rallying cry was that the ECB had done its work and it was the role of fiscal stimulus to help further. We live…
Elon Musk has a mercurial aura surrounding him. He led the way with Tesla in blazing ahead with an Electric Vehicle that could be manufactured and sold to a public…
Jerome Powell is going to have to correct market expectations from the last Fed meeting in July. In July’s meeting, the Fed recognised that some ‘recent indicators of spending and…
If Liz Truss is elected by the conservative party to be the new UK PM she could change the BoE’s mandate. This poses a risk to the GBP. An independent…
The Bank of England forecasts that growth would be negative for the UK in 2023 and KPMG projected that the UK could fall into a recession next year as inflation…
Many Western nations are leaving major lockdowns in the past. With high numbers of people vaccinated and economies eager to get going properly again the obvious move is to leave…
In March the case was made for being bold on China. The rationale for that is based on the part of the economic cycle that China is in. While central…
To buy or not to buy, that is the question? Take any major index and you can see that prices rise from low to high. Almost all stock indexes go…