Topics covered this week in the attached: We unwind our bond barbell – why? UK’s fundamentals improve – but dis-inflation points to later first rate rise US growth engine resumes momentum Europe looks to be turning a corner Oil contango highlights global oversupply 2nd Ukraine ceasefire deal – will this one hold? Currency wars update;… Read more »
Topics covered this week in the attached: 20% Rally in oil prices – is investor sentiment turning positive? Greece: ECB and Germany inject some reality People’s Bank of China acts decisively to boost growth Currency wars update: Denmark has to keep fighting! Saudi Arabia’s new king unleashes $29 billion fiscal stimulus Personal Finance Compass For… Read more »
Topics covered this week in the attached: UK gilts/government bond conundrum 2014 UK growth highest since 2007, but Q4 slowest quarter of the year Quarterly earnings season begins & Apple records highest ever corporate profit The Art of War in stimulating demand: China gives 39 million public workers a 60% pay rise Are Greek banks… Read more »
Topics covered this week in the attached: ECB credibility restored – but Risk-on/risk-off is back We applaud the ECB – now politicians should “get to work” Bank of England unanimous again in keeping rates low 7.3% Chinese GDP growth disappoints (some) Return of the currency wars? Personal Finance Compass For the Market Comment please click… Read more »
Topics covered this week in the attached: Swiss capitulation Letters to the chancellor Fed “Beige Book” is encouraging amid disappointing retail sales Swiss Franc soars after National Bank drops Euro-peg: A failed game of chicken! Tumbling commodity prices: Harbingers of economic decline or false signal? World Bank cuts growth forecasts Personal Finance Compass For the… Read more »
