QT to reverse QE and 2-year transition period to soften Brexit There had been substantial anxiety in capital markets community about the day the US central bank would announce the reversal of its monetary policy of quantitative easing (QE) towards quantitative tightening (QT). Well, the day came and went, and it has still been a… Read more »
BoE guides for year-end rate hike – Bluff or real? This week’s cartoon depicts aptly how roughly half of the UK’s economists and market commentators chose to interpret the Bank of England’s (BoE) formal warning that there may well be a rate hike before the end of this year. Not at the end of 2018… Read more »
‘Back to school’ amidst hurricanes, earthquakes and nuclear threats As the summer of 2017 is drawing to an end, we are relieved that much of what could have gone wrong over the summer, did not. As reported over the past weeks, the global economic recovery and stabilisation has made consistent progress, with particularly the Eurozone… Read more »
Bad news, good news This week began (belatedly for us Britons) with bad news and seems to be ending with some good news. I’ll concentrate first on some overseas influences before looking at the UK. Investing in competition: competition or concentration? The retail economic landscape is changing. Amazon, like Google, Facebook and Netflix are leveraging… Read more »
