Topics covered this week in the attached: Games over in the Greek Saga US employment undershoots in June Q1 GDP contraction in US smaller than previous estimates A bad month for the UK’s internationally-focused blue chips UK economic growth revised upwards New survey shows consumer confidence at ‘early noughties’ high When doves cry – Bank… Read more »
Topics covered this week in the attached: ‘Extra time’ in Greece… expect penalties followed by sudden death shootout? Bank of England’s hawk prepares UK for interest rise China suffers inevitable stock market correction Eurozone economy looking positively into the future Japan’s Shinzon Abe raises the stakes – yet again – with reform agenda US Senate… Read more »
Topics covered this week in the attached: Greek crisis climax – No reason to panic! Federal Reserve softens its stance on rate rises Bank of England neutral on rates even as prices rise & wages improve UK pension reform sees £1 billion withdrawn by savers Commodity markets brace for El Niño For the latest Market… Read more »
Topics covered this week in the attached: Greek Groundhog Day? Preparing portfolios for more choppy summer water Carney Gets tough and Osborne seeks fiscal reform UK government to begin selling stake in RBS London’s luxury house prices fail to rebound Turkey wobbles – symptomatic of emerging market equities? Exxon Mobil: World’s 2nd largest company under… Read more »
Topics covered this week in the attached: Volatility is back – May’s trends carry on into June Bond market turmoil continues – Greece or inflation the cause? ECB’s Draghi: “Get used to volatility” Bank of Japan remains positive as “excessive” Yen strength is “corrected” US: Beige book shows continued economic expansion Oil prices remain under… Read more »
