Tatton Weekly: Now we know it’s risky; A turning point for technology stocks?; Brexit Agreement Reached; Geopolitical Tensions Rise: Conflict on the horizon?; Trade War?

March 26th 2018  ·    ·  
Mike Gordon

Now we know it’s risky Equity markets have taken a turn for the worse following the US’ probable imposition of “section 301” tariffs on China. Undoubtedly, events that increase uncertainty about the likely path of profits are bad news for any company’s share price. In a sense, given that the likelihood of President Trump’s action… Read more »

Tatton Weekly: Pollsters win again as risk-on returns; Trump unveils ‘biggest tax cut ever’ and Trading with Trump: Politics not economics

April 30th 2017  ·    ·  
Mike Gordon

French presidential election: Pollsters win again So, has the reduction of political risk in Europe been sufficient to return stock market’s countenance? Well, no, but we experienced once again that what is foreseeable is already priced in, while what is truly uncertain has the ability to move markets. The gradual downward movement of stock markets… Read more »